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
76
$5.35M 0.32%
+46,237
77
$5.3M 0.32%
+94,190
78
$4.87M 0.29%
+109,484
79
$4.75M 0.28%
+73,127
80
$4.75M 0.28%
+97,672
81
$4.67M 0.28%
+50,285
82
$4.66M 0.28%
+26,143
83
$4.66M 0.28%
+67,437
84
$4.63M 0.28%
+17,662
85
$4.5M 0.27%
+13,803
86
$4.47M 0.27%
+41,605
87
$4.42M 0.26%
+82,070
88
$4.39M 0.26%
+47,642
89
$4.32M 0.26%
+72,524
90
$4.32M 0.26%
+33,692
91
$4.31M 0.26%
+95,257
92
$4.28M 0.26%
+70,105
93
$4.28M 0.26%
+23,426
94
$4.2M 0.25%
+78,107
95
$4.2M 0.25%
+19,218
96
$4.13M 0.25%
+40,779
97
$4.13M 0.25%
+97,224
98
$4.11M 0.25%
+64,479
99
$4.08M 0.24%
+22,251
100
$4.07M 0.24%
+28,507
2 3
4
5 6