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
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%
126
-18
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