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
1251
$354 ﹤0.01%
84
1252
$338 ﹤0.01%
+2
1253
$326 ﹤0.01%
1
1254
$323 ﹤0.01%
16
1255
$322 ﹤0.01%
69
-3
1256
$315 ﹤0.01%
+1
1257
$300 ﹤0.01%
2
-6
1258
$279 ﹤0.01%
10
1259
$277 ﹤0.01%
+79
1260
$266 ﹤0.01%
1
-2
1261
$239 ﹤0.01%
12
1262
$235 ﹤0.01%
2
1263
$235 ﹤0.01%
3
1264
$98 ﹤0.01%
7
-22
1265
$12 ﹤0.01%
1
-40
1266
– –
-7
1267
– –
-13
1268
– –
-2,218
1269
– –
-9
1270
– –
-282
1271
– –
-1,252
1272
– –
-23
1273
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-19
1274
– –
-6
1275
– –
-14
49 50
51
52 53