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
1051
$288 ﹤0.01%
+21
1052
$285 ﹤0.01%
+7
1053
$281 ﹤0.01%
+13
1054
$273 ﹤0.01%
+10
1055
$244 ﹤0.01%
+5
1056
$243 ﹤0.01%
+6
1057
$237 ﹤0.01%
+8
1058
$232 ﹤0.01%
+12
1059
$220 ﹤0.01%
+13
1060
$217 ﹤0.01%
+6
1061
$166 ﹤0.01%
+5
1062
$163 ﹤0.01%
+10
1063
$140 ﹤0.01%
+22
1064
$111 ﹤0.01%
+4
1065
$66 ﹤0.01%
+3
1066
$63 ﹤0.01%
+3
1067
$45 ﹤0.01%
+1
1068
$6 ﹤0.01%
+1
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