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
51
$8.16M 0.49%
+59,736
52
$8.1M 0.48%
+164,945
53
$7.75M 0.46%
+152,057
54
$7.3M 0.44%
+58,088
55
$6.92M 0.41%
+65,473
56
$6.88M 0.41%
+136,010
57
$6.81M 0.41%
+141,927
58
$6.4M 0.38%
+78,281
59
$6.2M 0.37%
+64,136
60
$6.2M 0.37%
+164,205
61
$6.13M 0.37%
+69,753
62
$6.11M 0.37%
+41,900
63
$6.04M 0.36%
+168,365
64
$5.9M 0.35%
+118,173
65
$5.86M 0.35%
+67,519
66
$5.85M 0.35%
+12,055
67
$5.8M 0.35%
+25,610
68
$5.79M 0.35%
+42,577
69
$5.6M 0.34%
+85,895
70
$5.54M 0.33%
+119,583
71
$5.53M 0.33%
+133,004
72
$5.51M 0.33%
+65,744
73
$5.38M 0.32%
+95,645
74
$5.37M 0.32%
+119,447
75
$5.37M 0.32%
+16,529
1 2
3
4 5