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
451
$202K 0.01%
+3,445
452
$197K 0.01%
+4,351
453
$197K 0.01%
+5,299
454
$196K 0.01%
+5,585
455
$192K 0.01%
+7,977
456
$192K 0.01%
+969
457
$187K 0.01%
+10,782
458
$186K 0.01%
+12,341
459
$176K 0.01%
+3,503
460
$176K 0.01%
+1,937
461
$174K 0.01%
+7,215
462
$174K 0.01%
+3,107
463
$173K 0.01%
+2,000
464
$173K 0.01%
+5,308
465
$173K 0.01%
+2,879
466
$172K 0.01%
+2,465
467
$170K 0.01%
+5,352
468
$168K 0.01%
+2,993
469
$167K 0.01%
+3,494
470
$166K 0.01%
+3,378
471
$166K 0.01%
+1,615
472
$166K 0.01%
+4,586
473
$163K 0.01%
+1,124
474
$163K 0.01%
+2,057
475
$160K 0.01%
+810
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