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
551
$76.7K ﹤0.01%
+552
552
$76.6K ﹤0.01%
+1,452
553
$75.8K ﹤0.01%
+1,751
554
$74.7K ﹤0.01%
+2,275
555
$74.2K ﹤0.01%
+713
556
$74.2K ﹤0.01%
+5,898
557
$73.9K ﹤0.01%
+1,954
558
$73.3K ﹤0.01%
+2,380
559
$70.5K ﹤0.01%
+1,394
560
$70.2K ﹤0.01%
+1,039
561
$70.2K ﹤0.01%
+783
562
$69.8K ﹤0.01%
+454
563
$68.1K ﹤0.01%
+287
564
$68K ﹤0.01%
+871
565
$67.3K ﹤0.01%
+1,402
566
$66.4K ﹤0.01%
+1,843
567
$66.2K ﹤0.01%
+1,122
568
$66.1K ﹤0.01%
+1,062
569
$65.6K ﹤0.01%
+1,112
570
$65.4K ﹤0.01%
+1,097
571
$65.1K ﹤0.01%
+1,283
572
$64K ﹤0.01%
+2,493
573
$63.4K ﹤0.01%
+399
574
$63.4K ﹤0.01%
+464
575
$63.1K ﹤0.01%
+2,897