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
926
$1.63K ﹤0.01%
+67
927
$1.61K ﹤0.01%
+36
928
$1.59K ﹤0.01%
+112
929
$1.58K ﹤0.01%
+43
930
$1.58K ﹤0.01%
+40
931
$1.49K ﹤0.01%
+72
932
$1.48K ﹤0.01%
+16
933
$1.47K ﹤0.01%
+31
934
$1.38K ﹤0.01%
+44
935
$1.36K ﹤0.01%
+21
936
$1.34K ﹤0.01%
+39
937
$1.32K ﹤0.01%
+15
938
$1.3K ﹤0.01%
+50
939
$1.27K ﹤0.01%
+16
940
$1.25K ﹤0.01%
+64
941
$1.23K ﹤0.01%
+123
942
$1.18K ﹤0.01%
+76
943
$1.18K ﹤0.01%
+81
944
$1.14K ﹤0.01%
+71
945
$1.09K ﹤0.01%
+35
946
$1.05K ﹤0.01%
+7
947
$1.04K ﹤0.01%
+29
948
$1.03K ﹤0.01%
+19
949
$986 ﹤0.01%
+22
950
$973 ﹤0.01%
+9
36 37
38
39 40