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
301
$1.09M 0.05%
13,775
-6,754
302
$1.09M 0.05%
4,451
-315
303
$1.07M 0.05%
36,258
-410
304
$1.07M 0.05%
44,225
-1,981
305
$1.06M 0.05%
12,934
-73
306
$1.06M 0.05%
33,413
+2,296
307
$1.06M 0.05%
7,489
-12,211
308
$1.05M 0.05%
263
-16
309
$1.03M 0.05%
4,359
-95
310
$1.02M 0.05%
19,852
-445
311
$1.02M 0.05%
11,200
+1,170
312
$1.01M 0.05%
12,367
-1,322
313
$1.01M 0.05%
5,858
-300
314
$992K 0.05%
28,019
+7,653
315
$959K 0.05%
7,042
-542
316
$957K 0.05%
40,881
-6,214
317
$954K 0.05%
4,887
+61
318
$953K 0.05%
17,602
-225
319
$948K 0.05%
13,434
+1,036
320
$948K 0.05%
6,326
-346
321
$947K 0.05%
10,224
+383
322
$924K 0.05%
3,050
+301
323
$923K 0.05%
22,528
+3,597
324
$920K 0.04%
13,196
+928
325
$919K 0.04%
+68,486
11 12
13
14 15