TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$6.13M
3
+$5.09M
4
ABT icon
Abbott
ABT
+$3.31M
5
SHW icon
Sherwin-Williams
SHW
+$3.04M

Top Sells

1
+$7.35M
2
+$6.62M
3
+$3.76M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.45M
5
V icon
Visa
V
+$3.31M

Sector Composition

1 Technology 10.78%
2 Healthcare 8.52%
3 Financials 6.99%
4 Communication Services 5.6%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.16M 0.18%
13,994
+2,556
127
$3.11M 0.17%
66,164
+3,350
128
$3.09M 0.17%
20,847
-817
129
$3M 0.17%
22,436
-341
130
$2.97M 0.17%
38,513
-2,484
131
$2.95M 0.17%
16,635
-5,023
132
$2.93M 0.16%
43,476
-2,944
133
$2.91M 0.16%
217,113
-3,878
134
$2.87M 0.16%
46,286
-2,318
135
$2.87M 0.16%
19,445
+2,805
136
$2.87M 0.16%
48,278
+26,512
137
$2.86M 0.16%
311,856
+19,006
138
$2.84M 0.16%
10,421
+65
139
$2.82M 0.16%
11,097
-919
140
$2.79M 0.16%
25,428
-90
141
$2.77M 0.16%
18,128
-423
142
$2.77M 0.16%
7,015
+1,908
143
$2.77M 0.16%
67,717
-564
144
$2.77M 0.16%
14,436
-488
145
$2.77M 0.15%
16,820
+1,604
146
$2.72M 0.15%
93,014
-878
147
$2.71M 0.15%
33,531
-323
148
$2.7M 0.15%
38,329
+1,663
149
$2.66M 0.15%
8,443
-147
150
$2.66M 0.15%
40,551
+1,199
4 5
6
7 8