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
276
$951K 0.06%
+7,285
277
$946K 0.06%
+8,746
278
$945K 0.06%
+31,954
279
$930K 0.06%
+3,613
280
$922K 0.06%
+10,868
281
$881K 0.05%
+9,322
282
$861K 0.05%
+6,284
283
$857K 0.05%
+19,107
284
$854K 0.05%
+7,698
285
$837K 0.05%
+2,820
286
$836K 0.05%
+7,825
287
$832K 0.05%
+32,534
288
$831K 0.05%
+5,721
289
$826K 0.05%
+15,425
290
$825K 0.05%
+28,026
291
$817K 0.05%
+10,996
292
$815K 0.05%
+28,303
293
$808K 0.05%
+8,729
294
$806K 0.05%
+27,580
295
$797K 0.05%
+2,126
296
$783K 0.05%
+6,288
297
$772K 0.05%
+9,754
298
$768K 0.05%
+11,067
299
$764K 0.05%
+29,951
300
$757K 0.05%
+6,572
10 11
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