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
351
$489K 0.03%
+4,049
352
$487K 0.03%
+10,164
353
$484K 0.03%
+2,686
354
$464K 0.03%
+17,018
355
$461K 0.03%
+14,564
356
$457K 0.03%
+2,384
357
$451K 0.03%
+2,375
358
$450K 0.03%
+1,609
359
$449K 0.03%
+8,819
360
$446K 0.03%
+8,509
361
$443K 0.03%
+95,067
362
$436K 0.03%
+5,388
363
$435K 0.03%
+4,645
364
$431K 0.03%
+3,163
365
$428K 0.03%
+4,524
366
$427K 0.03%
+2,400
367
$421K 0.03%
+12,301
368
$421K 0.03%
+3,741
369
$419K 0.03%
+77,140
370
$418K 0.03%
+1,418
371
$418K 0.03%
+7,043
372
$417K 0.03%
+15,420
373
$417K 0.03%
+2,774
374
$415K 0.02%
+2,743
375
$414K 0.02%
+1,380
13 14
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