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
526
$94.3K 0.01%
+4,659
527
$93.7K 0.01%
+823
528
$93.7K 0.01%
+3,877
529
$93.3K 0.01%
+440
530
$92.8K 0.01%
+1,319
531
$91.6K 0.01%
+936
532
$90.2K 0.01%
+2,077
533
$88.6K 0.01%
+1,706
534
$88.6K 0.01%
+868
535
$88K 0.01%
+891
536
$87.7K 0.01%
+1,827
537
$87.7K 0.01%
+571
538
$87.4K 0.01%
+32,618
539
$86.6K 0.01%
+1,296
540
$86.1K 0.01%
+488
541
$85.7K 0.01%
+696
542
$84.6K 0.01%
+4,119
543
$83.3K 0.01%
+2,096
544
$83K 0.01%
+148
545
$80.2K ﹤0.01%
+787
546
$77.6K ﹤0.01%
+881
547
$77.5K ﹤0.01%
+2,010
548
$77.4K ﹤0.01%
+274
549
$77.1K ﹤0.01%
+726
550
$76.7K ﹤0.01%
+973