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
351
$794K 0.04%
7,882
+7,810
352
$791K 0.04%
7,465
-882
353
$788K 0.04%
15,075
-168
354
$787K 0.04%
16,442
-24,168
355
$786K 0.04%
3,323
+3,068
356
$786K 0.04%
22,611
+4,556
357
$781K 0.04%
11,912
+389
358
$757K 0.04%
39,583
+10,374
359
$753K 0.04%
8,604
-231
360
$749K 0.04%
18,140
+288
361
$747K 0.04%
4,038
+1,983
362
$743K 0.04%
8,504
-819
363
$734K 0.04%
13,067
+2,752
364
$728K 0.04%
7,237
-140
365
$723K 0.04%
9,066
+8,774
366
$719K 0.04%
123,268
+14,551
367
$718K 0.04%
82,390
+18,770
368
$708K 0.03%
41,863
+41,692
369
$707K 0.03%
10,009
+241
370
$706K 0.03%
5,133
-124
371
$705K 0.03%
1,471
-47
372
$698K 0.03%
16,092
-1,209
373
$687K 0.03%
8,468
+50
374
$685K 0.03%
6,575
-1,938
375
$685K 0.03%
3,770
+117
13 14
15
16 17