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
251
$1.17M 0.07%
+23,435
252
$1.16M 0.07%
+7,488
253
$1.15M 0.07%
+5,590
254
$1.15M 0.07%
+68,400
255
$1.13M 0.07%
+11,906
256
$1.12M 0.07%
+12,950
257
$1.12M 0.07%
+22,425
258
$1.12M 0.07%
+11,190
259
$1.11M 0.07%
+5,554
260
$1.11M 0.07%
+5,273
261
$1.07M 0.06%
+14,215
262
$1.07M 0.06%
+7,747
263
$1.05M 0.06%
+56,733
264
$1.05M 0.06%
+82,496
265
$1.04M 0.06%
+274
266
$1.04M 0.06%
+12,861
267
$1.04M 0.06%
+18,126
268
$1.02M 0.06%
+16,892
269
$1.01M 0.06%
+6,952
270
$1.01M 0.06%
+8,454
271
$1.01M 0.06%
+71,415
272
$986K 0.06%
+10,486
273
$979K 0.06%
+4,167
274
$955K 0.06%
+162,400
275
$952K 0.06%
+8,697
9 10
11
12 13