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
$2.35B
AUM Growth
-$59.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,341
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.33M
3
+$6.76M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.12M
5
MSFT icon
Microsoft
MSFT
+$4.75M

Top Sells

1
+$14.6M
2
+$10.6M
3
+$5.04M
4
UL icon
Unilever
UL
+$3.81M
5
TRU icon
TransUnion
TRU
+$3.68M

Sector Composition

1 Technology 9.8%
2 Healthcare 7.73%
3 Financials 7.13%
4 Industrials 4.54%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.92M 0.38%
89,385
+7,910
52
$8.7M 0.37%
33,443
+1,702
53
$8.68M 0.37%
183,370
+19,004
54
$8.61M 0.37%
284,673
-6,878
55
$8.55M 0.36%
48,125
-2,714
56
$8.51M 0.36%
76,732
+2,347
57
$8.31M 0.35%
35,048
+14,862
58
$8.27M 0.35%
100,075
-11,405
59
$8.24M 0.35%
100,105
-37,942
60
$8M 0.34%
22,678
-2,263
61
$7.98M 0.34%
97,456
+5,129
62
$7.88M 0.34%
186,934
+7,888
63
$7.87M 0.34%
35,409
-4,127
64
$7.84M 0.33%
43,384
+11,772
65
$7.83M 0.33%
163,517
-4,112
66
$7.73M 0.33%
165,039
+7,008
67
$7.31M 0.31%
9,566
+1,222
68
$7.25M 0.31%
136,485
+9,053
69
$7.2M 0.31%
102,492
-538
70
$7.17M 0.31%
153,050
+144,457
71
$7.12M 0.3%
125,545
-137
72
$7.07M 0.3%
56,508
-9,926
73
$7.02M 0.3%
111,420
+70
74
$6.97M 0.3%
19,504
+715
75
$6.87M 0.29%
61,523
+3,128
1 2
3
4 5