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
201
$1.68M 0.1%
+15,857
202
$1.67M 0.1%
+14,645
203
$1.65M 0.1%
+32,466
204
$1.64M 0.1%
+17,324
205
$1.58M 0.09%
+9,098
206
$1.58M 0.09%
+12,306
207
$1.56M 0.09%
+22,830
208
$1.54M 0.09%
+16,395
209
$1.52M 0.09%
+17,314
210
$1.52M 0.09%
+20,483
211
$1.52M 0.09%
+28,426
212
$1.51M 0.09%
+11,267
213
$1.5M 0.09%
+10,429
214
$1.5M 0.09%
+49,183
215
$1.5M 0.09%
+83,159
216
$1.44M 0.09%
+20,989
217
$1.43M 0.09%
+21,210
218
$1.43M 0.09%
+3,907
219
$1.43M 0.09%
+4,155
220
$1.4M 0.08%
+18,538
221
$1.4M 0.08%
+19,658
222
$1.39M 0.08%
+37,416
223
$1.37M 0.08%
+126,246
224
$1.37M 0.08%
+29,888
225
$1.36M 0.08%
+59,692
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