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
176
$2.05M 0.12%
+24,151
177
$1.98M 0.12%
+12,733
178
$1.97M 0.12%
+67,667
179
$1.97M 0.12%
+71,383
180
$1.97M 0.12%
+11,591
181
$1.97M 0.12%
+31,297
182
$1.95M 0.12%
+9,617
183
$1.95M 0.12%
+35,205
184
$1.92M 0.12%
+7,848
185
$1.91M 0.11%
+47,015
186
$1.85M 0.11%
+11,386
187
$1.85M 0.11%
+7,370
188
$1.84M 0.11%
+56,790
189
$1.84M 0.11%
+39,443
190
$1.83M 0.11%
+25,589
191
$1.82M 0.11%
+12,710
192
$1.81M 0.11%
+105,212
193
$1.8M 0.11%
+45,534
194
$1.8M 0.11%
+27,332
195
$1.78M 0.11%
+22,138
196
$1.77M 0.11%
+20,176
197
$1.77M 0.11%
+29,696
198
$1.74M 0.1%
+9,856
199
$1.7M 0.1%
+8,834
200
$1.69M 0.1%
+27,284
6 7
8
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