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
801
$6.03K ﹤0.01%
+37
802
$6.02K ﹤0.01%
+56
803
$5.86K ﹤0.01%
+255
804
$5.86K ﹤0.01%
+95
805
$5.69K ﹤0.01%
+217
806
$5.52K ﹤0.01%
+46
807
$5.45K ﹤0.01%
+51
808
$5.43K ﹤0.01%
+114
809
$5.4K ﹤0.01%
+132
810
$5.38K ﹤0.01%
+129
811
$5.31K ﹤0.01%
+57
812
$5.22K ﹤0.01%
+39
813
$5.18K ﹤0.01%
+82
814
$5.07K ﹤0.01%
+84
815
$5.05K ﹤0.01%
+76
816
$5.04K ﹤0.01%
+116
817
$4.97K ﹤0.01%
+275
818
$4.92K ﹤0.01%
+116
819
$4.91K ﹤0.01%
+165
820
$4.79K ﹤0.01%
+49
821
$4.78K ﹤0.01%
+183
822
$4.52K ﹤0.01%
+89
823
$4.51K ﹤0.01%
+41
824
$4.49K ﹤0.01%
+24
825
$4.46K ﹤0.01%
+351
31 32
33
34 35