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
951
$16K ﹤0.01%
431
952
$15.9K ﹤0.01%
167
+56
953
$15.9K ﹤0.01%
58
+3
954
$15.6K ﹤0.01%
47
+8
955
$15.2K ﹤0.01%
639
-69
956
$15.2K ﹤0.01%
446
-296
957
$15K ﹤0.01%
1,549
+602
958
$14.9K ﹤0.01%
142
959
$14.9K ﹤0.01%
179
960
$14.8K ﹤0.01%
172
961
$14.8K ﹤0.01%
664
+195
962
$14.7K ﹤0.01%
414
-63
963
$14.6K ﹤0.01%
280
-109
964
$14.6K ﹤0.01%
480
+204
965
$14.4K ﹤0.01%
131
+5
966
$14.4K ﹤0.01%
329
+177
967
$14.1K ﹤0.01%
336
-4
968
$13.7K ﹤0.01%
774
-146
969
$13.6K ﹤0.01%
379
-108
970
$13.6K ﹤0.01%
182
-19
971
$13.6K ﹤0.01%
162
+51
972
$13.4K ﹤0.01%
+261
973
$13.3K ﹤0.01%
131
974
$13.3K ﹤0.01%
786
-2,223
975
$13.2K ﹤0.01%
606
-10
37 38
39
40 41