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
676
$65.8K ﹤0.01%
519
-30
677
$65.6K ﹤0.01%
1,289
-293
678
$64.9K ﹤0.01%
1,830
+456
679
$64.7K ﹤0.01%
863
-30
680
$64.6K ﹤0.01%
1,922
-289
681
$64.5K ﹤0.01%
2,149
-115
682
$64.2K ﹤0.01%
490
+44
683
$63.7K ﹤0.01%
2,677
-13,180
684
$62.9K ﹤0.01%
676
685
$62.9K ﹤0.01%
1,996
-179
686
$62.9K ﹤0.01%
1,098
+490
687
$62.8K ﹤0.01%
1,053
+11
688
$62.8K ﹤0.01%
2,516
-406
689
$62.7K ﹤0.01%
962
-151
690
$62.5K ﹤0.01%
+1,760
691
$62.3K ﹤0.01%
+1,957
692
$60.6K ﹤0.01%
650
693
$60.5K ﹤0.01%
250
+8
694
$60K ﹤0.01%
2,015
-200
695
$59.9K ﹤0.01%
1,115
-532
696
$59.8K ﹤0.01%
445
+181
697
$59.4K ﹤0.01%
284
-69
698
$59.3K ﹤0.01%
1,068
-89
699
$58.5K ﹤0.01%
799
-5,027
700
$58.1K ﹤0.01%
822
26 27
28
29 30