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
501
$122K 0.01%
+2,664
502
$121K 0.01%
+724
503
$119K 0.01%
+6,237
504
$118K 0.01%
+1,260
505
$118K 0.01%
+4,035
506
$117K 0.01%
+1,379
507
$116K 0.01%
+3,780
508
$115K 0.01%
+2,570
509
$114K 0.01%
+719
510
$114K 0.01%
+1,325
511
$112K 0.01%
+1,172
512
$112K 0.01%
+3,064
513
$109K 0.01%
+2,231
514
$108K 0.01%
+509
515
$108K 0.01%
+318
516
$107K 0.01%
+1,895
517
$106K 0.01%
+2,523
518
$105K 0.01%
+1,047
519
$100K 0.01%
+650
520
$100K 0.01%
+3,748
521
$99.4K 0.01%
+8,509
522
$96.2K 0.01%
+1,806
523
$96K 0.01%
+2,263
524
$95.9K 0.01%
+801
525
$95.6K 0.01%
+1,592
19 20
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