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
1176
$927 ﹤0.01%
+5
1177
$926 ﹤0.01%
55
1178
$902 ﹤0.01%
31
1179
$901 ﹤0.01%
10
-13
1180
$893 ﹤0.01%
68
-296
1181
$871 ﹤0.01%
46
1182
$859 ﹤0.01%
30
-66
1183
$821 ﹤0.01%
7
1184
$798 ﹤0.01%
14
-210
1185
$783 ﹤0.01%
15
1186
$782 ﹤0.01%
73
1187
$776 ﹤0.01%
16
1188
$758 ﹤0.01%
2
+1
1189
$737 ﹤0.01%
9
1190
$731 ﹤0.01%
66
-82
1191
$694 ﹤0.01%
6
-10
1192
$669 ﹤0.01%
20
1193
$629 ﹤0.01%
13
1194
$624 ﹤0.01%
22
1195
$623 ﹤0.01%
+42
1196
$601 ﹤0.01%
+2
1197
$586 ﹤0.01%
6
1198
$585 ﹤0.01%
7
1199
$577 ﹤0.01%
3
-88
1200
$519 ﹤0.01%
+2
46 47
48
49 50