TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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
1,305
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$13.6M
3
+$7.59M
4
KEY icon
KeyCorp
KEY
+$3.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.75M

Top Sells

1
+$10.1M
2
+$8.85M
3
+$4.73M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.55M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$4.41M

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
-107
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%
5,457
-650
568
$147K 0.01%
1,874
+27
569
$145K 0.01%
998
+127
570
$145K 0.01%
837
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571
$142K 0.01%
2,555
+2,224
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