TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.07B
1-Year Est. Return 14.25%
This Quarter Est. Return
1 Year Est. Return
+14.25%
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
1
$177M 9.88%
527,395
-10,287
2
$103M 5.77%
1,191,395
-76,485
3
$46.6M 2.61%
221,751
-10,949
4
$39.7M 2.22%
308,456
+39,568
5
$30.8M 1.72%
532,464
-39,588
6
$30.1M 1.68%
223,435
+46,890
7
$27.4M 1.53%
296,607
-8,996
8
$26.8M 1.5%
117,963
-7,740
9
$25.8M 1.44%
310,902
+73,940
10
$25M 1.4%
158,960
-8,380
11
$18.9M 1.06%
296,890
-22,243
12
$17.5M 0.98%
347,275
-24,367
13
$16.8M 0.94%
144,752
-11,708
14
$16.2M 0.91%
194,872
-4,456
15
$16.1M 0.9%
52,211
-3,795
16
$16M 0.9%
153,261
+3,245
17
$15.7M 0.88%
72,515
+951
18
$15.4M 0.86%
210,540
-15,980
19
$15.4M 0.86%
102,550
-6,123
20
$14.9M 0.83%
114,711
-9,787
21
$14.8M 0.83%
56,427
+2,673
22
$14.4M 0.8%
117,972
+10,844
23
$13.9M 0.78%
233,566
-2,469
24
$13.6M 0.76%
141,682
+5,501
25
$13.1M 0.73%
375,030
-21,617
1
2 3 4 5