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
551
$167K 0.01%
933
+11
552
$166K 0.01%
992
+109
553
$163K 0.01%
4,096
-30
554
$163K 0.01%
3,910
+203
555
$160K 0.01%
3,391
-104
556
$160K 0.01%
6,172
-500
557
$159K 0.01%
1,417
-4,179
558
$159K 0.01%
3,372
-2,866
559
$159K 0.01%
3,556
+259
560
$157K 0.01%
1,381
+43
561
$156K 0.01%
34,618
+1,471
562
$156K 0.01%
1,198
+44
563
$154K 0.01%
339
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564
$153K 0.01%
2,139
-94
565
$149K 0.01%
2,906
-548
566
$148K 0.01%
1,848
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567
$147K 0.01%
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568
$147K 0.01%
1,874
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569
$145K 0.01%
998
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570
$145K 0.01%
837
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571
$142K 0.01%
2,555
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572
$141K 0.01%
1,527
-143
573
$141K 0.01%
451
-140
574
$139K 0.01%
2,464
+559
575
$139K 0.01%
2,664
-73
21 22
23
24 25