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
451
$357K 0.02%
11,651
+670
452
$354K 0.02%
1,556
-59
453
$350K 0.02%
5,356
-140
454
$349K 0.02%
1,623
-76
455
$345K 0.02%
4,205
-456
456
$345K 0.02%
2,636
-11,510
457
$345K 0.02%
5,654
+327
458
$342K 0.02%
3,019
-203
459
$341K 0.02%
5,875
+1,461
460
$339K 0.02%
9,816
-228
461
$339K 0.02%
2,694
+591
462
$338K 0.02%
1,003
-118
463
$333K 0.02%
+11,410
464
$328K 0.02%
3,137
-192
465
$325K 0.02%
3,647
+606
466
$323K 0.02%
9,373
-9,911
467
$321K 0.02%
2,763
-3,680
468
$320K 0.02%
6,366
-618
469
$320K 0.02%
4,983
+37
470
$319K 0.02%
19,030
-1,382
471
$318K 0.02%
5,152
-250
472
$313K 0.02%
4,986
+183
473
$307K 0.02%
4,896
-1,367
474
$303K 0.01%
4,494
+1,917
475
$299K 0.01%
5,395
+390
17 18
19
20 21