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
176
$2.19M 0.12%
41,463
-33
177
$2.17M 0.12%
25,248
+5,611
178
$2.16M 0.12%
39,292
-1,624
179
$2.15M 0.12%
6,424
-25
180
$2.15M 0.12%
18,385
-774
181
$2.11M 0.12%
48,837
-8,429
182
$2.1M 0.12%
36,451
-4,423
183
$2.09M 0.12%
24,084
-9,067
184
$2.07M 0.12%
66,638
+453
185
$2.06M 0.12%
35,806
-4,444
186
$2.05M 0.11%
13,351
+124
187
$2.05M 0.11%
9,572
-328
188
$2.03M 0.11%
25,185
-1,796
189
$2.03M 0.11%
12,934
+4,291
190
$2.03M 0.11%
16,637
+485
191
$2M 0.11%
8,668
+3,543
192
$1.98M 0.11%
11,953
-1,077
193
$1.98M 0.11%
10,957
-185
194
$1.98M 0.11%
2,600
+9
195
$1.96M 0.11%
21,803
+4,601
196
$1.95M 0.11%
20,498
+591
197
$1.94M 0.11%
33,244
-1,047
198
$1.93M 0.11%
9,263
-590
199
$1.92M 0.11%
7,592
-11
200
$1.88M 0.11%
13,143
-2,775
6 7
8
9 10