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
401
$332K 0.02%
+5,673
402
$326K 0.02%
+1,968
403
$323K 0.02%
+1,862
404
$320K 0.02%
+8,100
405
$317K 0.02%
+5,372
406
$317K 0.02%
+1,765
407
$316K 0.02%
+3,986
408
$313K 0.02%
+3,999
409
$313K 0.02%
+10,353
410
$308K 0.02%
+35,134
411
$306K 0.02%
+20,607
412
$299K 0.02%
+2,565
413
$297K 0.02%
+10,876
414
$297K 0.02%
+7,076
415
$293K 0.02%
+17,565
416
$293K 0.02%
+25,256
417
$290K 0.02%
+1,970
418
$288K 0.02%
+11,813
419
$288K 0.02%
+2,025
420
$287K 0.02%
+14,919
421
$283K 0.02%
+6,945
422
$280K 0.02%
+3,019
423
$280K 0.02%
+6,111
424
$278K 0.02%
+5,601
425
$275K 0.02%
+10,894
15 16
17
18 19