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
151
$2.64M 0.15%
95,910
-6,161
152
$2.64M 0.15%
27,248
-49
153
$2.63M 0.15%
33,307
-632
154
$2.62M 0.15%
56,252
+7,818
155
$2.61M 0.15%
13,936
-1,270
156
$2.6M 0.15%
47,953
-5,476
157
$2.54M 0.14%
42,165
+12,560
158
$2.51M 0.14%
12,730
+4,260
159
$2.5M 0.14%
93,353
-478
160
$2.49M 0.14%
19,827
-10,163
161
$2.49M 0.14%
69,150
+23,208
162
$2.48M 0.14%
69,112
-2,905
163
$2.47M 0.14%
9,214
-1,950
164
$2.46M 0.14%
30,141
+6,047
165
$2.42M 0.14%
11,257
-8,880
166
$2.42M 0.14%
57,778
+16,060
167
$2.4M 0.13%
23,686
-353
168
$2.37M 0.13%
10,428
-1,715
169
$2.31M 0.13%
25,229
+53
170
$2.3M 0.13%
22,768
-462
171
$2.28M 0.13%
32,838
-3,946
172
$2.27M 0.13%
23,438
-752
173
$2.27M 0.13%
13,645
+11,338
174
$2.25M 0.13%
24,628
-68
175
$2.19M 0.12%
27,565
-159
5 6
7
8 9