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
376
$412K 0.02%
+3,283
377
$410K 0.02%
+2,711
378
$410K 0.02%
+9,427
379
$409K 0.02%
+21,070
380
$406K 0.02%
+18,774
381
$405K 0.02%
+3,719
382
$403K 0.02%
+121,808
383
$398K 0.02%
+6,547
384
$397K 0.02%
+12,889
385
$395K 0.02%
+1,512
386
$390K 0.02%
+15,216
387
$390K 0.02%
+6,138
388
$368K 0.02%
+12,710
389
$366K 0.02%
+2,478
390
$364K 0.02%
+983
391
$364K 0.02%
+18,430
392
$363K 0.02%
+52,940
393
$353K 0.02%
+5,438
394
$350K 0.02%
+5,407
395
$349K 0.02%
+13,235
396
$345K 0.02%
+2,581
397
$344K 0.02%
+1,258
398
$339K 0.02%
+3,069
399
$334K 0.02%
+3,992
400
$334K 0.02%
+16,761
14 15
16
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