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
1126
$2.21K ﹤0.01%
19
1127
$2.16K ﹤0.01%
14
1128
$2.09K ﹤0.01%
137
+42
1129
$2.08K ﹤0.01%
33
1130
$2.08K ﹤0.01%
53
1131
$1.97K ﹤0.01%
16
1132
$1.96K ﹤0.01%
425
+102
1133
$1.92K ﹤0.01%
20
1134
$1.9K ﹤0.01%
30
1135
$1.88K ﹤0.01%
20
-65
1136
$1.88K ﹤0.01%
+54
1137
$1.86K ﹤0.01%
188
1138
$1.84K ﹤0.01%
+230
1139
$1.84K ﹤0.01%
8
1140
$1.82K ﹤0.01%
31
1141
$1.78K ﹤0.01%
33
1142
$1.76K ﹤0.01%
63
-4
1143
$1.75K ﹤0.01%
193
1144
$1.74K ﹤0.01%
22
1145
$1.73K ﹤0.01%
84
1146
$1.66K ﹤0.01%
23
1147
$1.66K ﹤0.01%
74
1148
$1.64K ﹤0.01%
75
1149
$1.63K ﹤0.01%
23
1150
$1.62K ﹤0.01%
+20
44 45
46
47 48