TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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 +$10.4M
2 +$9.17M
3 +$6.29M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.1M
5
MSFT icon
Microsoft
MSFT
+$4.63M

Top Sells

1 +$15M
2 +$10.4M
3 +$5.11M
4
UL icon
Unilever
UL
+$4.13M
5
TRU icon
TransUnion
TRU
+$3.62M

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
1226
$679 ﹤0.01%
+48
1227
$677 ﹤0.01%
22
1228
$651 ﹤0.01%
6
1229
$619 ﹤0.01%
9
1230
$593 ﹤0.01%
5
1231
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1232
$573 ﹤0.01%
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1233
$567 ﹤0.01%
+72
1234
$540 ﹤0.01%
7
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1235
$533 ﹤0.01%
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1236
$510 ﹤0.01%
2
1237
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15
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$479 ﹤0.01%
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1239
$473 ﹤0.01%
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-114
1240
$465 ﹤0.01%
5
-137
1241
$424 ﹤0.01%
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1242
$419 ﹤0.01%
5
1243
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4
1244
$397 ﹤0.01%
+6
1245
$389 ﹤0.01%
8
1246
$378 ﹤0.01%
+34
1247
$376 ﹤0.01%
3
-10
1248
$357 ﹤0.01%
38
1249
$354 ﹤0.01%
84
1250
$338 ﹤0.01%
+2