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
576
$61.7K ﹤0.01%
+472
577
$61.6K ﹤0.01%
+859
578
$60.8K ﹤0.01%
+218
579
$60.8K ﹤0.01%
+2,438
580
$60K ﹤0.01%
+892
581
$59.9K ﹤0.01%
+706
582
$59.8K ﹤0.01%
+1,860
583
$59.5K ﹤0.01%
+2,664
584
$58.8K ﹤0.01%
+1,226
585
$58.2K ﹤0.01%
+4,435
586
$57.4K ﹤0.01%
+298
587
$57.2K ﹤0.01%
+1,125
588
$56.9K ﹤0.01%
+2,381
589
$56.8K ﹤0.01%
+3,258
590
$56.7K ﹤0.01%
+5,043
591
$56.3K ﹤0.01%
+6,052
592
$55.8K ﹤0.01%
+685
593
$55.8K ﹤0.01%
+1,080
594
$54.6K ﹤0.01%
+729
595
$54.3K ﹤0.01%
+390
596
$54.2K ﹤0.01%
+3,211
597
$53.9K ﹤0.01%
+1,250
598
$53.7K ﹤0.01%
+3,383
599
$53.1K ﹤0.01%
+1,834
600
$53K ﹤0.01%
+1,630
22 23
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