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
601
$52.6K ﹤0.01%
+500
602
$51.5K ﹤0.01%
+937
603
$51.4K ﹤0.01%
+2,482
604
$50.9K ﹤0.01%
+418
605
$50.8K ﹤0.01%
+588
606
$50.3K ﹤0.01%
+1,221
607
$49.7K ﹤0.01%
+355
608
$49.7K ﹤0.01%
+1,684
609
$49.6K ﹤0.01%
+1,157
610
$49.6K ﹤0.01%
+102
611
$49.1K ﹤0.01%
+1,126
612
$48.9K ﹤0.01%
+989
613
$48.6K ﹤0.01%
+1,570
614
$48.3K ﹤0.01%
+2,603
615
$48.3K ﹤0.01%
+2,414
616
$47.6K ﹤0.01%
+978
617
$47.1K ﹤0.01%
+744
618
$46.5K ﹤0.01%
+193
619
$46.3K ﹤0.01%
+154
620
$46.2K ﹤0.01%
+350
621
$46.1K ﹤0.01%
+927
622
$45.9K ﹤0.01%
+296
623
$45.4K ﹤0.01%
+779
624
$45.2K ﹤0.01%
+1,620
625
$44.9K ﹤0.01%
+1,833