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
326
$917K 0.04%
5,034
+131
327
$910K 0.04%
9,164
-42
328
$909K 0.04%
16,146
-446
329
$905K 0.04%
4,606
-518
330
$902K 0.04%
16,312
-2,470
331
$900K 0.04%
12,818
-24,308
332
$897K 0.04%
34,300
+5,500
333
$896K 0.04%
9,526
-199
334
$894K 0.04%
20,547
-227
335
$884K 0.04%
2,137
+477
336
$874K 0.04%
6,971
-245
337
$873K 0.04%
27,158
+6,527
338
$870K 0.04%
4,251
-127
339
$860K 0.04%
12,306
-322
340
$856K 0.04%
4,301
-686
341
$840K 0.04%
5,675
+855
342
$833K 0.04%
2,805
+213
343
$832K 0.04%
6,563
-1
344
$831K 0.04%
15,269
+1,043
345
$825K 0.04%
11,763
-7,146
346
$823K 0.04%
11,809
+51
347
$820K 0.04%
59,168
-2,196
348
$816K 0.04%
5,235
+4,715
349
$815K 0.04%
23,757
+1,185
350
$810K 0.04%
4,639
-233
12 13
14
15 16