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
1151
$2.4K ﹤0.01%
10
+6
1152
$2.37K ﹤0.01%
105
1153
$2.37K ﹤0.01%
53
1154
$2.32K ﹤0.01%
32
-6
1155
$2.31K ﹤0.01%
193
1156
$2.28K ﹤0.01%
30
+6
1157
$2.25K ﹤0.01%
9
1158
$2.24K ﹤0.01%
+31
1159
$2.21K ﹤0.01%
16
-7
1160
$2.18K ﹤0.01%
23
-523
1161
$2.17K ﹤0.01%
16
-6
1162
$2.16K ﹤0.01%
153
1163
$2.14K ﹤0.01%
53
1164
$2.12K ﹤0.01%
23
1165
$2.11K ﹤0.01%
33
1166
$2.1K ﹤0.01%
22
-14
1167
$2.08K ﹤0.01%
31
1168
$2.01K ﹤0.01%
95
+50
1169
$1.99K ﹤0.01%
33
1170
$1.97K ﹤0.01%
19
1171
$1.96K ﹤0.01%
188
-2,027
1172
$1.94K ﹤0.01%
148
1173
$1.92K ﹤0.01%
29
1174
$1.89K ﹤0.01%
76
1175
$1.83K ﹤0.01%
45
45 46
47
48 49