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
1226
$685 ﹤0.01%
17
-26
1227
$683 ﹤0.01%
13
1228
$679 ﹤0.01%
+48
1229
$677 ﹤0.01%
22
1230
$651 ﹤0.01%
6
1231
$619 ﹤0.01%
9
1232
$593 ﹤0.01%
5
1233
$579 ﹤0.01%
+23
1234
$573 ﹤0.01%
+75
1235
$567 ﹤0.01%
+72
1236
$540 ﹤0.01%
7
-1,175
1237
$533 ﹤0.01%
+13
1238
$510 ﹤0.01%
2
1239
$488 ﹤0.01%
15
+9
1240
$479 ﹤0.01%
11
1241
$473 ﹤0.01%
61
-114
1242
$465 ﹤0.01%
5
-137
1243
$424 ﹤0.01%
8
1244
$419 ﹤0.01%
5
1245
$400 ﹤0.01%
4
1246
$397 ﹤0.01%
+6
1247
$389 ﹤0.01%
8
1248
$378 ﹤0.01%
+34
1249
$376 ﹤0.01%
3
-10
1250
$357 ﹤0.01%
38
48 49
50
51 52