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
326
$631K 0.04%
+29,808
327
$629K 0.04%
+7,129
328
$619K 0.04%
+16,901
329
$603K 0.04%
+10,665
330
$594K 0.04%
+15,183
331
$593K 0.04%
+39,271
332
$580K 0.03%
+3,926
333
$578K 0.03%
+6,487
334
$578K 0.03%
+103,511
335
$574K 0.03%
+1,530
336
$571K 0.03%
+10,577
337
$562K 0.03%
+10,410
338
$558K 0.03%
+3,464
339
$548K 0.03%
+4,916
340
$544K 0.03%
+5,974
341
$540K 0.03%
+7,133
342
$537K 0.03%
+11,140
343
$535K 0.03%
+8,478
344
$533K 0.03%
+3,931
345
$532K 0.03%
+4,342
346
$521K 0.03%
+5,994
347
$514K 0.03%
+4,892
348
$502K 0.03%
+41,681
349
$493K 0.03%
+2,483
350
$493K 0.03%
+4,940
12 13
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15 16