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
126
$3.27M 0.2%
+63,994
127
$3.26M 0.2%
+6,483
128
$3.24M 0.19%
+42,450
129
$3.24M 0.19%
+12,533
130
$3.08M 0.18%
+19,752
131
$3.07M 0.18%
+22,303
132
$3.06M 0.18%
+12,687
133
$3.05M 0.18%
+32,290
134
$3.01M 0.18%
+47,956
135
$3M 0.18%
+50,619
136
$3M 0.18%
+75,357
137
$2.98M 0.18%
+21,730
138
$2.93M 0.18%
+19,836
139
$2.88M 0.17%
+15,922
140
$2.86M 0.17%
+18,915
141
$2.86M 0.17%
+18,693
142
$2.82M 0.17%
+51,505
143
$2.79M 0.17%
+17,160
144
$2.76M 0.17%
+57,965
145
$2.72M 0.16%
+140,560
146
$2.69M 0.16%
+28,397
147
$2.67M 0.16%
+49,676
148
$2.66M 0.16%
+18,380
149
$2.58M 0.15%
+8,774
150
$2.48M 0.15%
+32,347
4 5
6
7 8