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
426
$268K 0.02%
+7,924
427
$266K 0.02%
+4,094
428
$265K 0.02%
+1,282
429
$263K 0.02%
+1,126
430
$262K 0.02%
+5,867
431
$255K 0.02%
+18,745
432
$254K 0.02%
+1,057
433
$251K 0.02%
+7,641
434
$247K 0.01%
+79,827
435
$247K 0.01%
+7,911
436
$243K 0.01%
+6,576
437
$241K 0.01%
+1,750
438
$240K 0.01%
+2,523
439
$238K 0.01%
+1,035
440
$237K 0.01%
+4,930
441
$230K 0.01%
+2,511
442
$218K 0.01%
+1,694
443
$215K 0.01%
+1,025
444
$212K 0.01%
+5,217
445
$211K 0.01%
+6,131
446
$211K 0.01%
+6,717
447
$206K 0.01%
+4,654
448
$206K 0.01%
+4,947
449
$204K 0.01%
+3,657
450
$203K 0.01%
+6,962
16 17
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