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
726
$52.2K ﹤0.01%
1,769
-50
727
$52.1K ﹤0.01%
1,150
728
$51.6K ﹤0.01%
328
+14
729
$51.5K ﹤0.01%
938
-117
730
$51.3K ﹤0.01%
4,728
-1,061
731
$51.3K ﹤0.01%
480
+146
732
$50.9K ﹤0.01%
1,868
-7
733
$50.6K ﹤0.01%
2,049
+256
734
$50.5K ﹤0.01%
1,323
-428
735
$50.3K ﹤0.01%
605
-46
736
$50.3K ﹤0.01%
167
-5
737
$49.9K ﹤0.01%
324
-31
738
$49.9K ﹤0.01%
1,067
-232
739
$49.9K ﹤0.01%
512
-120
740
$49.9K ﹤0.01%
313
+133
741
$49.5K ﹤0.01%
348
-41
742
$48.5K ﹤0.01%
1,252
+450
743
$48.3K ﹤0.01%
1,458
-13
744
$48.2K ﹤0.01%
762
-509
745
$48K ﹤0.01%
1,210
-114
746
$47.6K ﹤0.01%
784
-2,983
747
$47.6K ﹤0.01%
+426
748
$47.4K ﹤0.01%
831
+130
749
$47.3K ﹤0.01%
386
-73
750
$47.2K ﹤0.01%
1,605
+470
28 29
30
31 32