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
$2.35B
AUM Growth
-$59.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,341
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.33M
3
+$6.76M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.12M
5
MSFT icon
Microsoft
MSFT
+$4.75M

Top Sells

1
+$14.6M
2
+$10.6M
3
+$5.04M
4
UL icon
Unilever
UL
+$3.81M
5
TRU icon
TransUnion
TRU
+$3.68M

Sector Composition

1 Technology 9.8%
2 Healthcare 7.73%
3 Financials 7.13%
4 Industrials 4.54%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.74M 0.29%
36,525
+6,483
77
$6.55M 0.28%
126,433
+13,220
78
$6.48M 0.28%
63,643
+4,281
79
$6.38M 0.27%
75,088
+9,499
80
$6.33M 0.27%
106,503
+15,578
81
$6.26M 0.27%
20,905
+2,156
82
$6.21M 0.26%
27,295
+2,967
83
$6.18M 0.26%
37,423
+1,320
84
$6.16M 0.26%
124,194
-9,870
85
$6.13M 0.26%
72,744
-766
86
$6.11M 0.26%
25,261
+8,171
87
$6.07M 0.26%
12,070
-2,779
88
$6M 0.26%
179,612
+55,749
89
$5.97M 0.25%
129,476
+16,369
90
$5.94M 0.25%
70,086
+6,465
91
$5.93M 0.25%
60,445
+1,161
92
$5.9M 0.25%
80,821
+26,476
93
$5.75M 0.24%
99,811
-1,339
94
$5.64M 0.24%
26,272
-1,588
95
$5.62M 0.24%
115,913
-9,126
96
$5.54M 0.24%
33,116
-8,809
97
$5.51M 0.23%
43,000
+2,931
98
$5.48M 0.23%
23,060
+3,445
99
$5.44M 0.23%
21,745
-2,685
100
$5.36M 0.23%
96,660
+2,984
2 3
4
5 6