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
$2.05B
AUM Growth
-$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$12.7M
3
+$7.57M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.75M
5
KEY icon
KeyCorp
KEY
+$3.39M

Top Sells

1
+$9.57M
2
+$8.07M
3
+$4.5M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$4.23M
5
CVX icon
Chevron
CVX
+$4.15M

Sector Composition

1 Technology 9.12%
2 Healthcare 8.3%
3 Financials 7.04%
4 Industrials 4.37%
5 Communication Services 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.5M 0.07%
+8,168
252
$1.5M 0.07%
3,896
-127
253
$1.47M 0.07%
684
+63
254
$1.47M 0.07%
+30,703
255
$1.46M 0.07%
10,359
+203
256
$1.45M 0.07%
18,066
-8,279
257
$1.45M 0.07%
7,016
-331
258
$1.43M 0.07%
2,988
-210
259
$1.43M 0.07%
10,091
-342
260
$1.43M 0.07%
6,050
-777
261
$1.42M 0.07%
15,969
-1,920
262
$1.42M 0.07%
15,644
-424
263
$1.39M 0.07%
16,242
-2,534
264
$1.38M 0.07%
22,805
-201
265
$1.37M 0.07%
26,851
-2,232
266
$1.37M 0.07%
48,410
+4,481
267
$1.37M 0.07%
29,627
+2,885
268
$1.36M 0.07%
6,927
+1,720
269
$1.36M 0.07%
5,686
-107
270
$1.36M 0.07%
71,135
+39,735
271
$1.35M 0.07%
7,552
-507
272
$1.35M 0.07%
14,251
+1,028
273
$1.34M 0.07%
6,046
-411
274
$1.34M 0.07%
7,773
-290
275
$1.31M 0.06%
8,510
+388
9 10
11
12 13