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
476
$156K 0.01%
+2,558
477
$156K 0.01%
+7,206
478
$155K 0.01%
+2,935
479
$154K 0.01%
+922
480
$153K 0.01%
+992
481
$146K 0.01%
+991
482
$144K 0.01%
+658
483
$143K 0.01%
+2,930
484
$142K 0.01%
+244
485
$142K 0.01%
+2,720
486
$142K 0.01%
+3,246
487
$140K 0.01%
+1,635
488
$139K 0.01%
+654
489
$135K 0.01%
+4,657
490
$135K 0.01%
+14,466
491
$132K 0.01%
+1,880
492
$131K 0.01%
+4,322
493
$129K 0.01%
+1,788
494
$128K 0.01%
+1,506
495
$127K 0.01%
+1,523
496
$127K 0.01%
+748
497
$126K 0.01%
+3,311
498
$125K 0.01%
+2,579
499
$124K 0.01%
+776
500
$124K 0.01%
+691
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