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
$3.05B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,279
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$14.4M
3
+$13.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11.6M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$6.98M

Top Sells

1
+$5.32M
2
+$4.55M
3
+$3.31M
4
MSFT icon
Microsoft
MSFT
+$3.13M
5
URTH icon
iShares MSCI World ETF
URTH
+$2.74M

Sector Composition

1 Technology 8.19%
2 Financials 5.38%
3 Healthcare 4.84%
4 Industrials 3.64%
5 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.62M 0.05%
12,761
+1,056
277
$1.6M 0.05%
43,481
-10,767
278
$1.6M 0.05%
2,363
-372
279
$1.6M 0.05%
22,551
+2,194
280
$1.58M 0.05%
6,115
+181
281
$1.58M 0.05%
6,615
+905
282
$1.58M 0.05%
15,182
-9,177
283
$1.54M 0.05%
8,850
+499
284
$1.51M 0.05%
27,711
+2,021
285
$1.5M 0.05%
16,673
-113
286
$1.49M 0.05%
14,669
-2,369
287
$1.48M 0.05%
155,567
-24,823
288
$1.47M 0.05%
34,362
+4,112
289
$1.47M 0.05%
9,232
-915
290
$1.46M 0.05%
9,367
+1,207
291
$1.46M 0.05%
11,548
+111
292
$1.46M 0.05%
22,611
-1,338
293
$1.44M 0.05%
19,872
-584
294
$1.43M 0.05%
6,191
-1,199
295
$1.42M 0.05%
5,306
-99
296
$1.42M 0.05%
15,075
-819
297
$1.42M 0.05%
3,584
-64
298
$1.4M 0.05%
18,821
-1,015
299
$1.4M 0.05%
24,000
-4,950
300
$1.38M 0.05%
8,154
-3,111
10 11
12
13 14