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
926
$18.9K ﹤0.01%
732
-402
927
$18.8K ﹤0.01%
653
+336
928
$18.8K ﹤0.01%
225
929
$18.7K ﹤0.01%
93
930
$18.7K ﹤0.01%
1,201
+124
931
$18.7K ﹤0.01%
556
-26,465
932
$18.7K ﹤0.01%
637
+163
933
$18.6K ﹤0.01%
243
934
$18.5K ﹤0.01%
1,340
-482
935
$18.4K ﹤0.01%
469
936
$18.1K ﹤0.01%
15
-5
937
$18K ﹤0.01%
517
-81
938
$18K ﹤0.01%
104
-31
939
$17.7K ﹤0.01%
815
-71
940
$17.6K ﹤0.01%
280
+34
941
$17.1K ﹤0.01%
123
-4
942
$17.1K ﹤0.01%
1,272
943
$17K ﹤0.01%
213
-21
944
$16.8K ﹤0.01%
180
-313
945
$16.8K ﹤0.01%
1,509
-195
946
$16.8K ﹤0.01%
2,016
-710
947
$16.4K ﹤0.01%
341
-27
948
$16.4K ﹤0.01%
97
+17
949
$16.3K ﹤0.01%
1,283
+240
950
$16.2K ﹤0.01%
464
-156
36 37
38
39 40