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
701
$20.9K ﹤0.01%
+90
702
$20.6K ﹤0.01%
+1,180
703
$20.3K ﹤0.01%
+1,433
704
$19.1K ﹤0.01%
+320
705
$19K ﹤0.01%
+406
706
$18.7K ﹤0.01%
+1,000
707
$18.7K ﹤0.01%
+7,057
708
$18.6K ﹤0.01%
+296
709
$18.4K ﹤0.01%
+438
710
$18.3K ﹤0.01%
+360
711
$17.9K ﹤0.01%
+157
712
$17.8K ﹤0.01%
+1,116
713
$17.4K ﹤0.01%
+170
714
$17.4K ﹤0.01%
+261
715
$17.3K ﹤0.01%
+621
716
$17.2K ﹤0.01%
+229
717
$16.9K ﹤0.01%
+74
718
$16.8K ﹤0.01%
+116
719
$16.5K ﹤0.01%
+1,773
720
$16.4K ﹤0.01%
+168
721
$16.1K ﹤0.01%
+416
722
$15.8K ﹤0.01%
+186
723
$15.6K ﹤0.01%
+431
724
$15.5K ﹤0.01%
+297
725
$15.5K ﹤0.01%
+110