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
901
$2.1K ﹤0.01%
+69
902
$2.04K ﹤0.01%
+32
903
$2.04K ﹤0.01%
+146
904
$2.02K ﹤0.01%
+34
905
$2.02K ﹤0.01%
+78
906
$2K ﹤0.01%
+89
907
$1.99K ﹤0.01%
+79
908
$1.99K ﹤0.01%
+12
909
$1.98K ﹤0.01%
+31
910
$1.97K ﹤0.01%
+139
911
$1.94K ﹤0.01%
+27
912
$1.93K ﹤0.01%
+42
913
$1.93K ﹤0.01%
+90
914
$1.92K ﹤0.01%
+37
915
$1.85K ﹤0.01%
+11
916
$1.85K ﹤0.01%
+76
917
$1.8K ﹤0.01%
+41
918
$1.78K ﹤0.01%
+13
919
$1.73K ﹤0.01%
+22
920
$1.72K ﹤0.01%
+434
921
$1.72K ﹤0.01%
+10
922
$1.72K ﹤0.01%
+463
923
$1.71K ﹤0.01%
+10
924
$1.71K ﹤0.01%
+300
925
$1.66K ﹤0.01%
+2
35 36
37
38 39