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
301
$1.29M 0.06%
43,929
+45
302
$1.28M 0.05%
9,725
-1,913
303
$1.27M 0.05%
10,030
+8,339
304
$1.27M 0.05%
621
-315
305
$1.27M 0.05%
10,031
-10,371
306
$1.26M 0.05%
54,092
-589
307
$1.25M 0.05%
30,420
+2,211
308
$1.25M 0.05%
279
-38
309
$1.24M 0.05%
108,717
+14,628
310
$1.23M 0.05%
2,189
+322
311
$1.22M 0.05%
6,827
+998
312
$1.22M 0.05%
7,584
+2,541
313
$1.21M 0.05%
23,479
+15,997
314
$1.19M 0.05%
22,425
-66
315
$1.18M 0.05%
7,216
-2,052
316
$1.17M 0.05%
6,672
-304
317
$1.17M 0.05%
9,784
-2,909
318
$1.16M 0.05%
13,250
-3,622
319
$1.16M 0.05%
6,784
+845
320
$1.14M 0.05%
46,206
+31,539
321
$1.13M 0.05%
4,454
+455
322
$1.12M 0.05%
36,668
-9,169
323
$1.12M 0.05%
8,513
-8,072
324
$1.11M 0.05%
13,007
-15,005
325
$1.1M 0.05%
5,124
-1,498
11 12
13
14 15