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
101
$4.05M 0.24%
+17,610
102
$4.04M 0.24%
+42,658
103
$4.03M 0.24%
+20,386
104
$4.01M 0.24%
+50,175
105
$3.97M 0.24%
+125,680
106
$3.92M 0.23%
+260,216
107
$3.91M 0.23%
+14,740
108
$3.87M 0.23%
+24,230
109
$3.86M 0.23%
+50,618
110
$3.85M 0.23%
+75,087
111
$3.83M 0.23%
+66,249
112
$3.79M 0.23%
+38,012
113
$3.75M 0.22%
+26,982
114
$3.75M 0.22%
+59,545
115
$3.71M 0.22%
+33,043
116
$3.67M 0.22%
+27,702
117
$3.64M 0.22%
+88,225
118
$3.63M 0.22%
+24,278
119
$3.62M 0.22%
+32,525
120
$3.59M 0.21%
+9,214
121
$3.55M 0.21%
+66,994
122
$3.5M 0.21%
+30,049
123
$3.39M 0.2%
+39,696
124
$3.38M 0.2%
+38,791
125
$3.36M 0.2%
+76,216
3 4
5
6 7