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
676
$27.1K ﹤0.01%
+168
677
$26.3K ﹤0.01%
+139
678
$26K ﹤0.01%
+482
679
$25.8K ﹤0.01%
+810
680
$25.8K ﹤0.01%
+297
681
$25.6K ﹤0.01%
+166
682
$25.6K ﹤0.01%
+101
683
$25.5K ﹤0.01%
+1,246
684
$25.3K ﹤0.01%
+449
685
$25K ﹤0.01%
+124
686
$25K ﹤0.01%
+1,170
687
$24.7K ﹤0.01%
+630
688
$24.4K ﹤0.01%
+537
689
$23.9K ﹤0.01%
+887
690
$23.8K ﹤0.01%
+846
691
$23.8K ﹤0.01%
+303
692
$23.8K ﹤0.01%
+326
693
$23.3K ﹤0.01%
+210
694
$23.1K ﹤0.01%
+248
695
$23K ﹤0.01%
+633
696
$22.5K ﹤0.01%
+251
697
$22.3K ﹤0.01%
+1,671
698
$21.7K ﹤0.01%
+337
699
$21.4K ﹤0.01%
+1,156
700
$21.1K ﹤0.01%
+725