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
$2.35B
AUM Growth
-$59.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,341
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.33M
3
+$6.76M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.12M
5
MSFT icon
Microsoft
MSFT
+$4.75M

Top Sells

1
+$14.6M
2
+$10.6M
3
+$5.04M
4
UL icon
Unilever
UL
+$3.81M
5
TRU icon
TransUnion
TRU
+$3.68M

Sector Composition

1 Technology 9.8%
2 Healthcare 7.73%
3 Financials 7.13%
4 Industrials 4.54%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.08M 0.09%
26,416
+2,500
227
$2.07M 0.09%
4,218
+51
228
$2.05M 0.09%
61,113
+20,353
229
$2.05M 0.09%
27,300
-1,512
230
$2.04M 0.09%
15,381
+2,997
231
$2.04M 0.09%
32,476
+8,568
232
$2.02M 0.09%
33,245
-1,043
233
$2.01M 0.09%
3,683
-780
234
$2.01M 0.09%
23,563
+1,316
235
$2.01M 0.09%
19,173
-2,798
236
$2M 0.09%
23,202
+5,979
237
$1.98M 0.08%
18,728
+3,783
238
$1.98M 0.08%
4,816
-328
239
$1.95M 0.08%
4,023
+389
240
$1.93M 0.08%
3,525
+355
241
$1.93M 0.08%
5,364
+1,080
242
$1.92M 0.08%
28,876
+900
243
$1.91M 0.08%
28,004
+1,825
244
$1.9M 0.08%
18,776
-713
245
$1.88M 0.08%
7,347
+94
246
$1.87M 0.08%
14,146
+232
247
$1.87M 0.08%
24,247
+76
248
$1.86M 0.08%
16,892
+2,559
249
$1.84M 0.08%
5,793
-213
250
$1.83M 0.08%
17,889
+1,206
8 9
10
11 12