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
651
$73.9K ﹤0.01%
325
+30
652
$73.9K ﹤0.01%
1,905
-200
653
$73.8K ﹤0.01%
352
-43
654
$73.2K ﹤0.01%
1,590
-158
655
$73.1K ﹤0.01%
1,230
+43
656
$72.2K ﹤0.01%
532
-124
657
$72.1K ﹤0.01%
683
-26
658
$71.7K ﹤0.01%
2,186
-359
659
$71K ﹤0.01%
554
-2
660
$70K ﹤0.01%
2,418
+398
661
$70K ﹤0.01%
816
+21
662
$69.7K ﹤0.01%
2,593
+380
663
$69.7K ﹤0.01%
976
+5
664
$69.1K ﹤0.01%
3,684
-186
665
$69K ﹤0.01%
1,454
+35
666
$68.8K ﹤0.01%
1,688
-308
667
$68.6K ﹤0.01%
116
-41
668
$68.4K ﹤0.01%
1,077
+14
669
$68K ﹤0.01%
1,199
-51
670
$67.3K ﹤0.01%
375
+3
671
$67.3K ﹤0.01%
1,891
+90
672
$67.2K ﹤0.01%
816
-210
673
$66.8K ﹤0.01%
1,749
+77
674
$66.5K ﹤0.01%
807
-25
675
$66K ﹤0.01%
694
+249
25 26
27
28 29