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
876
$24.3K ﹤0.01%
870
-134
877
$24.1K ﹤0.01%
602
878
$24.1K ﹤0.01%
212
-248
879
$23.9K ﹤0.01%
945
+482
880
$23.9K ﹤0.01%
271
881
$23.7K ﹤0.01%
209
-259
882
$23.6K ﹤0.01%
512
-187
883
$23.6K ﹤0.01%
318
-327
884
$23.6K ﹤0.01%
578
+240
885
$23.6K ﹤0.01%
665
-445
886
$23.5K ﹤0.01%
344
+16
887
$23.3K ﹤0.01%
428
+33
888
$23.2K ﹤0.01%
398
-10
889
$23.1K ﹤0.01%
540
+246
890
$23.1K ﹤0.01%
+522
891
$23K ﹤0.01%
831
-163
892
$22.8K ﹤0.01%
2,000
893
$22.4K ﹤0.01%
213
+27
894
$22.3K ﹤0.01%
199
+15
895
$22.3K ﹤0.01%
411
896
$22.3K ﹤0.01%
835
-696
897
$22.1K ﹤0.01%
+651
898
$22K ﹤0.01%
945
-199
899
$22K ﹤0.01%
498
-491
900
$22K ﹤0.01%
467
-70
34 35
36
37 38