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
$1.67B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,068
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$49.9M
3
+$49.6M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$34.5M
5
MSFT icon
Microsoft
MSFT
+$34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.45%
2 Technology 8.2%
3 Healthcare 7.69%
4 Communication Services 5.61%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.34M 0.08%
+6,234
227
$1.33M 0.08%
+179,693
228
$1.32M 0.08%
+7,389
229
$1.31M 0.08%
+57,599
230
$1.31M 0.08%
+21,790
231
$1.28M 0.08%
+3,972
232
$1.28M 0.08%
+5,009
233
$1.28M 0.08%
+12,806
234
$1.27M 0.08%
+14,026
235
$1.27M 0.08%
+9,897
236
$1.26M 0.08%
+41,099
237
$1.26M 0.08%
+16,102
238
$1.25M 0.08%
+5,140
239
$1.25M 0.08%
+21,978
240
$1.25M 0.07%
+44,112
241
$1.24M 0.07%
+5,840
242
$1.24M 0.07%
+9,728
243
$1.22M 0.07%
+7,721
244
$1.22M 0.07%
+11,276
245
$1.22M 0.07%
+9,118
246
$1.22M 0.07%
+7,127
247
$1.21M 0.07%
+19,440
248
$1.21M 0.07%
+24,004
249
$1.2M 0.07%
+18,649
250
$1.17M 0.07%
+985
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