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
826
$4.31K ﹤0.01%
+92
827
$4.28K ﹤0.01%
+37
828
$4.28K ﹤0.01%
+34
829
$4.26K ﹤0.01%
+159
830
$4.25K ﹤0.01%
+86
831
$4.24K ﹤0.01%
+60
832
$4.16K ﹤0.01%
+101
833
$4.04K ﹤0.01%
+298
834
$4.02K ﹤0.01%
+46
835
$4.02K ﹤0.01%
+73
836
$4K ﹤0.01%
+7
837
$4K ﹤0.01%
+71
838
$3.97K ﹤0.01%
+5
839
$3.96K ﹤0.01%
+31
840
$3.92K ﹤0.01%
+106
841
$3.88K ﹤0.01%
+144
842
$3.86K ﹤0.01%
+90
843
$3.83K ﹤0.01%
+154
844
$3.77K ﹤0.01%
+18
845
$3.69K ﹤0.01%
+19
846
$3.68K ﹤0.01%
+47
847
$3.65K ﹤0.01%
+75
848
$3.62K ﹤0.01%
+345
849
$3.6K ﹤0.01%
+87
850
$3.55K ﹤0.01%
+117
32 33
34
35 36