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
276
$1.49M 0.06%
20,774
+834
277
$1.46M 0.06%
18,782
-23,896
278
$1.46M 0.06%
47,095
-15,353
279
$1.44M 0.06%
25,433
+23,306
280
$1.44M 0.06%
10,374
+9,921
281
$1.43M 0.06%
8,122
+790
282
$1.43M 0.06%
3,198
-2,229
283
$1.43M 0.06%
13,689
-1,090
284
$1.41M 0.06%
16,752
+5,390
285
$1.41M 0.06%
18,909
+3,998
286
$1.39M 0.06%
74,132
+49,564
287
$1.38M 0.06%
22,391
+21,459
288
$1.36M 0.06%
31,117
+3,615
289
$1.36M 0.06%
28,896
+6,276
290
$1.34M 0.06%
8,796
-1,511
291
$1.33M 0.06%
12,268
+2,182
292
$1.33M 0.06%
4,987
+502
293
$1.33M 0.06%
2,819
+241
294
$1.32M 0.06%
10,156
+1,288
295
$1.32M 0.06%
6,158
-10,169
296
$1.32M 0.06%
6,891
+3,721
297
$1.31M 0.06%
9,841
+2,579
298
$1.3M 0.06%
12,021
+5,133
299
$1.29M 0.06%
20,297
-1,025
300
$1.29M 0.06%
5,207
+1,827
10 11
12
13 14