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
1026
$367 ﹤0.01%
+17
1027
$366 ﹤0.01%
+71
1028
$359 ﹤0.01%
+24
1029
$358 ﹤0.01%
+7
1030
$356 ﹤0.01%
+3
1031
$353 ﹤0.01%
+9
1032
$352 ﹤0.01%
+7
1033
$350 ﹤0.01%
+21
1034
$350 ﹤0.01%
+8
1035
$349 ﹤0.01%
+21
1036
$347 ﹤0.01%
+1
1037
$346 ﹤0.01%
+6
1038
$346 ﹤0.01%
+25
1039
$343 ﹤0.01%
+8
1040
$338 ﹤0.01%
+23
1041
$337 ﹤0.01%
+25
1042
$328 ﹤0.01%
+11
1043
$325 ﹤0.01%
+8
1044
$323 ﹤0.01%
+11
1045
$322 ﹤0.01%
+52
1046
$317 ﹤0.01%
+14
1047
$316 ﹤0.01%
+15
1048
$311 ﹤0.01%
+14
1049
$307 ﹤0.01%
+5
1050
$295 ﹤0.01%
+3
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