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
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