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
51
$7.53M 0.37%
164,110
+593
52
$7.49M 0.37%
121,161
+14,658
53
$7.46M 0.36%
33,182
-261
54
$7.4M 0.36%
27,087
+4,409
55
$7.2M 0.35%
18,680
-510
56
$7.15M 0.35%
97,166
-2,939
57
$7.03M 0.34%
82,097
-17,978
58
$7.01M 0.34%
147,789
+22,244
59
$7M 0.34%
68,801
-44,263
60
$6.88M 0.34%
116,964
-16,462
61
$6.83M 0.33%
21,650
+2,146
62
$6.82M 0.33%
75,979
-753
63
$6.82M 0.33%
57,931
+14,931
64
$6.74M 0.33%
62,883
+1,360
65
$6.61M 0.32%
68,876
-20,509
66
$6.58M 0.32%
39,073
-4,311
67
$6.39M 0.31%
60,691
+4,183
68
$6.26M 0.3%
159,427
-5,612
69
$6.22M 0.3%
34,007
-1,041
70
$6.14M 0.3%
36,444
-81
71
$6.09M 0.3%
25,006
-255
72
$5.98M 0.29%
114,007
-12,426
73
$5.95M 0.29%
74,591
-497
74
$5.84M 0.28%
110,927
+28,935
75
$5.82M 0.28%
75,155
+5,069
1 2
3
4 5