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
751
$46.8K ﹤0.01%
1,091
+170
752
$46.4K ﹤0.01%
936
-16
753
$45.9K ﹤0.01%
512
+105
754
$45.9K ﹤0.01%
625
-206
755
$44.9K ﹤0.01%
1,214
-431
756
$44.6K ﹤0.01%
622
-189
757
$44.5K ﹤0.01%
2,136
758
$43.3K ﹤0.01%
517
-2,234
759
$43.3K ﹤0.01%
3,502
-106
760
$43.2K ﹤0.01%
440
+215
761
$43K ﹤0.01%
15,365
-126
762
$42.5K ﹤0.01%
954
+3
763
$42.2K ﹤0.01%
439
-33
764
$42K ﹤0.01%
309
-100
765
$42K ﹤0.01%
1,425
-3,010
766
$41.8K ﹤0.01%
1,316
-228
767
$41.6K ﹤0.01%
2,891
-87
768
$41.5K ﹤0.01%
1,768
769
$41.4K ﹤0.01%
860
+7
770
$41.3K ﹤0.01%
516
-420
771
$41K ﹤0.01%
732
+117
772
$40.8K ﹤0.01%
156
-82
773
$40.7K ﹤0.01%
1,002
-31
774
$40.2K ﹤0.01%
207
+11
775
$40K ﹤0.01%
568
+167
29 30
31
32 33