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
776
$39.8K ﹤0.01%
778
-1
777
$39.8K ﹤0.01%
231
-7
778
$39.8K ﹤0.01%
753
+14
779
$39.2K ﹤0.01%
198
+25
780
$39.2K ﹤0.01%
73
-23
781
$38.7K ﹤0.01%
716
782
$38.4K ﹤0.01%
1,873
-684
783
$38.2K ﹤0.01%
551
+88
784
$37.8K ﹤0.01%
792
+240
785
$37.8K ﹤0.01%
763
-462
786
$37.7K ﹤0.01%
+1,238
787
$37.6K ﹤0.01%
1,069
-244
788
$37.3K ﹤0.01%
480
+185
789
$37.2K ﹤0.01%
366
+189
790
$36.8K ﹤0.01%
1,053
-195
791
$36.5K ﹤0.01%
252
-157
792
$36.5K ﹤0.01%
360
-93
793
$36K ﹤0.01%
2,718
-1,178
794
$36K ﹤0.01%
674
+62
795
$36K ﹤0.01%
860
+39
796
$35.9K ﹤0.01%
415
-993
797
$35.8K ﹤0.01%
731
-24
798
$35.8K ﹤0.01%
1,102
-3,090
799
$35.8K ﹤0.01%
93
+20
800
$35.6K ﹤0.01%
127
-28
30 31
32
33 34