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
901
$22K ﹤0.01%
618
-239
902
$21.9K ﹤0.01%
700
+40
903
$21.8K ﹤0.01%
228
-74
904
$21.8K ﹤0.01%
474
-103
905
$21.6K ﹤0.01%
472
-105
906
$21.6K ﹤0.01%
282
+140
907
$21.5K ﹤0.01%
+153
908
$21.3K ﹤0.01%
280
-93
909
$21.2K ﹤0.01%
609
+173
910
$21.1K ﹤0.01%
130
+16
911
$21.1K ﹤0.01%
275
-26
912
$21.1K ﹤0.01%
195
+93
913
$21K ﹤0.01%
500
+33
914
$21K ﹤0.01%
1,432
-243
915
$20.8K ﹤0.01%
42
-6
916
$20.7K ﹤0.01%
308
917
$20.4K ﹤0.01%
233
-110
918
$20.4K ﹤0.01%
612
919
$20.2K ﹤0.01%
775
+225
920
$20.1K ﹤0.01%
1,488
-620
921
$19.9K ﹤0.01%
583
+87
922
$19.7K ﹤0.01%
31
-33
923
$19.4K ﹤0.01%
1,043
-2,298
924
$19.2K ﹤0.01%
237
925
$19.1K ﹤0.01%
516
35 36
37
38 39