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
776
$8.15K ﹤0.01%
+208
777
$8.08K ﹤0.01%
+457
778
$8.07K ﹤0.01%
+130
779
$8.03K ﹤0.01%
+371
780
$7.93K ﹤0.01%
+208
781
$7.9K ﹤0.01%
+141
782
$7.58K ﹤0.01%
+62
783
$7.57K ﹤0.01%
+124
784
$7.52K ﹤0.01%
+128
785
$7.42K ﹤0.01%
+256
786
$7.29K ﹤0.01%
+463
787
$7.25K ﹤0.01%
+257
788
$7.07K ﹤0.01%
+743
789
$7.04K ﹤0.01%
+99
790
$6.78K ﹤0.01%
+986
791
$6.71K ﹤0.01%
+188
792
$6.69K ﹤0.01%
+138
793
$6.58K ﹤0.01%
+324
794
$6.51K ﹤0.01%
+73
795
$6.38K ﹤0.01%
+102
796
$6.25K ﹤0.01%
+116
797
$6.23K ﹤0.01%
+244
798
$6.19K ﹤0.01%
+48
799
$6.18K ﹤0.01%
+44
800
$6.07K ﹤0.01%
+19