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
651
$35.8K ﹤0.01%
+2,205
652
$35.7K ﹤0.01%
+700
653
$35.6K ﹤0.01%
+1,249
654
$35.6K ﹤0.01%
+337
655
$35.4K ﹤0.01%
+394
656
$35.4K ﹤0.01%
+562
657
$35.2K ﹤0.01%
+1,628
658
$34.9K ﹤0.01%
+359
659
$34.6K ﹤0.01%
+1,725
660
$34.6K ﹤0.01%
+593
661
$34.6K ﹤0.01%
+382
662
$34.4K ﹤0.01%
+209
663
$33.6K ﹤0.01%
+490
664
$33.1K ﹤0.01%
+2,197
665
$33K ﹤0.01%
+539
666
$32.9K ﹤0.01%
+401
667
$32.2K ﹤0.01%
+406
668
$32.1K ﹤0.01%
+854
669
$31.4K ﹤0.01%
+296
670
$30.8K ﹤0.01%
+257
671
$30.3K ﹤0.01%
+347
672
$29.8K ﹤0.01%
+545
673
$29.8K ﹤0.01%
+1,038
674
$29.1K ﹤0.01%
+731
675
$28.3K ﹤0.01%
+1,227