TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.07B
This Quarter Return
-0.44%
1 Year Return
+14.25%
3 Year Return
+49.74%
5 Year Return
+85.19%
10 Year Return
AUM
$3.63B
AUM Growth
+$55.1M
Cap. Flow
+$101M
Cap. Flow %
2.79%
Top 10 Hldgs %
37.23%
Holding
1,494
New
181
Increased
663
Reduced
425
Closed
79

Sector Composition

1Technology6.53%
2Financials5.04%
3Healthcare4.04%
4Industrials2.88%
5Communication Services2.47%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$2.96M0.08% 99,982
+24,030
+32%
+$711K
$2.93M0.08% 41,117
-2,341
-5%
-$167K
$2.91M0.08% 9,545
+5,776
+153%
+$1.76M
$2.91M0.08% 20,079
+3,987
+25%
+$579K
$2.89M0.08% 40,743
+1,868
+5%
+$133K
$2.84M0.08% 13,847
-2,611
-16%
-$535K
$2.79M0.08% 28,252
+5,958
+27%
+$588K
$2.78M0.08% 39,447
+9,630
+32%
+$678K
$2.74M0.08% 2,901
+96
+3%
+$90.8K
$2.74M0.08% 46,064
+1,613
+4%
+$95.8K
$2.72M0.07% 75,440
+7,286
+11%
+$263K
$2.67M0.07% 12,593
+2,731
+28%
+$580K
$2.66M0.07% 7,887
+577
+8%
+$194K
$2.62M0.07% 55,516
-8,963
-14%
-$423K
$2.61M0.07% 20,980
-6,767
-24%
-$843K
$2.6M0.07% 10,672
-80
-0.7%
-$19.5K
$2.54M0.07% 5,691
-3,918
-41%
-$1.75M
$2.53M0.07% 27,484
+1,083
+4%
+$99.6K
$2.51M0.07% 50,614
+6,988
+16%
+$347K
$2.46M0.07% 4,842
-140
-3%
-$71.2K
$2.44M0.07% 7,888
+875
+12%
+$270K
$2.41M0.07% 3,972
+2,559
+181%
+$1.56M
$2.37M0.07% 19,384
+2,907
+18%
+$355K
$2.34M0.06% 43,391
-1,283
-3%
-$69.3K
$2.34M0.06% 6,774
+644
+11%
+$223K