TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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
1,305
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$13.6M
3
+$7.59M
4
KEY icon
KeyCorp
KEY
+$3.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.75M

Top Sells

1
+$10.1M
2
+$8.85M
3
+$4.73M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.55M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$4.41M

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
851
$27.5K ﹤0.01%
367
-15
852
$27.4K ﹤0.01%
1,028
853
$27.4K ﹤0.01%
1,248
+30
854
$27.4K ﹤0.01%
71
+38
855
$27.2K ﹤0.01%
568
-352
856
$27.2K ﹤0.01%
344
857
$26.9K ﹤0.01%
361
-27
858
$26.9K ﹤0.01%
1,391
-34
859
$26.8K ﹤0.01%
700
+377
860
$26.6K ﹤0.01%
1,886
+454
861
$26.5K ﹤0.01%
68
+16
862
$26.4K ﹤0.01%
121
+11
863
$26.4K ﹤0.01%
609
+172
864
$26.3K ﹤0.01%
295
-49
865
$25.8K ﹤0.01%
906
-1,047
866
$25.7K ﹤0.01%
641
-139
867
$25.6K ﹤0.01%
87
+3
868
$25.6K ﹤0.01%
141
+7
869
$25.6K ﹤0.01%
1,250
+683
870
$25.6K ﹤0.01%
383
-103
871
$25.4K ﹤0.01%
690
-226
872
$25.4K ﹤0.01%
93
-85
873
$25.3K ﹤0.01%
1,017
-26
874
$25.3K ﹤0.01%
1,950
875
$24.6K ﹤0.01%
532
33 34
35
36 37