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
26
$12.1M 0.72%
+180,900
27
$12M 0.72%
+162,820
28
$11.8M 0.71%
+169,463
29
$11.5M 0.69%
+104,175
30
$11.4M 0.68%
+83,706
31
$11M 0.66%
+58,736
32
$11M 0.66%
+120,174
33
$10.9M 0.65%
+196,680
34
$10.8M 0.65%
+122,370
35
$10.8M 0.65%
+77,332
36
$10.4M 0.62%
+112,800
37
$10.2M 0.61%
+49,568
38
$10.1M 0.61%
+121,973
39
$10.1M 0.6%
+299,607
40
$9.31M 0.56%
+109,461
41
$9.24M 0.55%
+76,485
42
$9.22M 0.55%
+31,372
43
$9.15M 0.55%
+55,936
44
$8.94M 0.53%
+133,700
45
$8.67M 0.52%
+29,044
46
$8.46M 0.51%
+72,278
47
$8.4M 0.5%
+67,219
48
$8.39M 0.5%
+73,956
49
$8.25M 0.49%
+25,021
50
$8.24M 0.49%
+234,000
1
2
3 4 5