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
601
$107K 0.01%
+5,213
602
$107K 0.01%
1,040
-81
603
$106K 0.01%
5,928
+598
604
$106K 0.01%
1,276
-188
605
$106K 0.01%
6,522
+72
606
$105K 0.01%
60
-11
607
$104K 0.01%
663
-18,857
608
$103K 0.01%
1,386
+80
609
$103K 0.01%
1,481
-207
610
$103K 0.01%
2,916
-847
611
$101K ﹤0.01%
2,825
-134
612
$99.5K ﹤0.01%
3,283
-165
613
$99.5K ﹤0.01%
209
-116
614
$98.6K ﹤0.01%
4,574
+4,506
615
$98.4K ﹤0.01%
1,028
-104
616
$97.7K ﹤0.01%
2,156
-27
617
$97.2K ﹤0.01%
871
-28
618
$97.1K ﹤0.01%
8,725
-120
619
$97.1K ﹤0.01%
+28,615
620
$96.5K ﹤0.01%
4,124
+1,130
621
$95.8K ﹤0.01%
3,275
-217
622
$95.7K ﹤0.01%
842
-80
623
$93.4K ﹤0.01%
2,664
-11
624
$92.3K ﹤0.01%
234
-27
625
$91.8K ﹤0.01%
6,351
23 24
25
26 27