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
1151
$1.59K ﹤0.01%
15
-17
1152
$1.57K ﹤0.01%
13
1153
$1.57K ﹤0.01%
+251
1154
$1.47K ﹤0.01%
23
1155
$1.42K ﹤0.01%
62
-95
1156
$1.4K ﹤0.01%
26
1157
$1.38K ﹤0.01%
+14
1158
$1.34K ﹤0.01%
29
1159
$1.33K ﹤0.01%
25
1160
$1.31K ﹤0.01%
9
1161
$1.31K ﹤0.01%
13
-7
1162
$1.25K ﹤0.01%
62
1163
$1.21K ﹤0.01%
+47
1164
$1.21K ﹤0.01%
37
-1
1165
$1.21K ﹤0.01%
47
1166
$1.17K ﹤0.01%
25
1167
$1.13K ﹤0.01%
153
-16,927
1168
$1.05K ﹤0.01%
32
-11,748
1169
$1.05K ﹤0.01%
19
1170
$1.01K ﹤0.01%
15
1171
$981 ﹤0.01%
36
1172
$968 ﹤0.01%
56
1173
$965 ﹤0.01%
25
1174
$964 ﹤0.01%
40
1175
$937 ﹤0.01%
76
-20
45 46
47
48 49