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
301
$745K 0.04%
+5,775
302
$734K 0.04%
+6,179
303
$728K 0.04%
+2,629
304
$726K 0.04%
+30,617
305
$718K 0.04%
+7,941
306
$714K 0.04%
+52,505
307
$708K 0.04%
+22,206
308
$701K 0.04%
+4,706
309
$695K 0.04%
+5,500
310
$693K 0.04%
+8,916
311
$690K 0.04%
+18,612
312
$681K 0.04%
+7,752
313
$680K 0.04%
+58,328
314
$677K 0.04%
+8,881
315
$677K 0.04%
+5,480
316
$660K 0.04%
+69,362
317
$655K 0.04%
+319
318
$650K 0.04%
+16,175
319
$648K 0.04%
+3,850
320
$646K 0.04%
+9,925
321
$646K 0.04%
+34,575
322
$645K 0.04%
+4,494
323
$640K 0.04%
+28,968
324
$636K 0.04%
+11,335
325
$633K 0.04%
+3,451
11 12
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