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
626
$43.6K ﹤0.01%
+1,030
627
$43.4K ﹤0.01%
+353
628
$43.2K ﹤0.01%
+210
629
$42.9K ﹤0.01%
+547
630
$41.8K ﹤0.01%
+2,099
631
$41.6K ﹤0.01%
+3,584
632
$41.2K ﹤0.01%
+889
633
$41K ﹤0.01%
+1,056
634
$41K ﹤0.01%
+198
635
$39.4K ﹤0.01%
+1,690
636
$39K ﹤0.01%
+779
637
$38.9K ﹤0.01%
+1,054
638
$38.7K ﹤0.01%
+346
639
$38.5K ﹤0.01%
+733
640
$38.3K ﹤0.01%
+274
641
$38K ﹤0.01%
+720
642
$37.6K ﹤0.01%
+302
643
$37.5K ﹤0.01%
+100
644
$37.4K ﹤0.01%
+2,147
645
$37.1K ﹤0.01%
+894
646
$36.8K ﹤0.01%
+4,193
647
$36.8K ﹤0.01%
+33
648
$36.6K ﹤0.01%
+315
649
$36K ﹤0.01%
+716
650
$35.9K ﹤0.01%
+1,382
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