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
851
$3.52K ﹤0.01%
+112
852
$3.5K ﹤0.01%
+47
853
$3.47K ﹤0.01%
+49
854
$3.44K ﹤0.01%
+164
855
$3.43K ﹤0.01%
+95
856
$3.41K ﹤0.01%
+9
857
$3.38K ﹤0.01%
+60
858
$3.35K ﹤0.01%
+35
859
$3.35K ﹤0.01%
+82
860
$3.34K ﹤0.01%
+99
861
$3.29K ﹤0.01%
+187
862
$3.26K ﹤0.01%
+38
863
$3.26K ﹤0.01%
+234
864
$3.25K ﹤0.01%
+22
865
$3.18K ﹤0.01%
+192
866
$3.16K ﹤0.01%
+652
867
$3.07K ﹤0.01%
+56
868
$3.05K ﹤0.01%
+30
869
$3.01K ﹤0.01%
+19
870
$2.98K ﹤0.01%
+33
871
$2.96K ﹤0.01%
+35
872
$2.91K ﹤0.01%
+18
873
$2.89K ﹤0.01%
+169
874
$2.89K ﹤0.01%
+265
875
$2.84K ﹤0.01%
+111