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
151
$2.48M 0.15%
+45,040
152
$2.46M 0.15%
+40,385
153
$2.44M 0.15%
+20,958
154
$2.44M 0.15%
+90,693
155
$2.38M 0.14%
+36,586
156
$2.36M 0.14%
+25,762
157
$2.34M 0.14%
+11,564
158
$2.29M 0.14%
+19,219
159
$2.28M 0.14%
+7,551
160
$2.27M 0.14%
+13,683
161
$2.27M 0.14%
+38,997
162
$2.26M 0.14%
+30,377
163
$2.25M 0.13%
+27,730
164
$2.23M 0.13%
+6,303
165
$2.23M 0.13%
+26,101
166
$2.21M 0.13%
+10,797
167
$2.2M 0.13%
+66,198
168
$2.2M 0.13%
+16,717
169
$2.18M 0.13%
+10,367
170
$2.17M 0.13%
+36,080
171
$2.12M 0.13%
+10,899
172
$2.12M 0.13%
+35,339
173
$2.11M 0.13%
+34,625
174
$2.1M 0.13%
+10,793
175
$2.07M 0.12%
+51,564
5 6
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