TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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 +$6.39M
2 +$6.13M
3 +$4.98M
4
ABT icon
Abbott
ABT
+$3.09M
5
SHW icon
Sherwin-Williams
SHW
+$2.86M

Top Sells

1 +$7.5M
2 +$6.62M
3 +$3.63M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.41M
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
201
$1.88M 0.11%
71,356
-2,012
202
$1.87M 0.1%
8,446
-2,043
203
$1.84M 0.1%
26,576
+6,712
204
$1.84M 0.1%
159,851
-829
205
$1.84M 0.1%
30,753
-9,007
206
$1.82M 0.1%
66,996
+19,793
207
$1.81M 0.1%
6,642
+274
208
$1.81M 0.1%
21,648
-331
209
$1.8M 0.1%
10,620
-1,904
210
$1.78M 0.1%
22,015
-8,889
211
$1.75M 0.1%
34,846
-4,880
212
$1.74M 0.1%
20,696
+895
213
$1.73M 0.1%
14,470
-34
214
$1.73M 0.1%
60,100
-31,941
215
$1.69M 0.09%
16,004
+7,176
216
$1.69M 0.09%
28,212
-1,412
217
$1.67M 0.09%
+3,473
218
$1.65M 0.09%
10,453
-1,083
219
$1.64M 0.09%
14,049
+3,829
220
$1.63M 0.09%
45,021
-652
221
$1.63M 0.09%
5,424
-1,977
222
$1.63M 0.09%
9,978
+4,331
223
$1.63M 0.09%
70,025
-9,421
224
$1.62M 0.09%
6,888
-336
225
$1.6M 0.09%
13,147
+439