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
$1.96B
AUM Growth
-$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,251
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$7.43M
3
+$5.19M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.73M
5
JPM icon
JPMorgan Chase
JPM
+$2.88M

Top Sells

1
+$4.61M
2
+$4.49M
3
+$4.12M
4
XOM icon
Exxon Mobil
XOM
+$2.76M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$2.32M

Sector Composition

1 Technology 8.77%
2 Healthcare 7.96%
3 Financials 7.55%
4 Industrials 4.5%
5 Consumer Staples 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$661 ﹤0.01%
5
1177
$642 ﹤0.01%
20
1178
$604 ﹤0.01%
13
1179
$595 ﹤0.01%
6
1180
$565 ﹤0.01%
3
1181
$559 ﹤0.01%
15
1182
$559 ﹤0.01%
40
1183
$553 ﹤0.01%
22
1184
$553 ﹤0.01%
46
-30
1185
$540 ﹤0.01%
2
1186
$532 ﹤0.01%
46
1187
$519 ﹤0.01%
17
-71
1188
$511 ﹤0.01%
231
1189
$500 ﹤0.01%
40
1190
$468 ﹤0.01%
17
-463
1191
$443 ﹤0.01%
6
1192
$437 ﹤0.01%
9
1193
$436 ﹤0.01%
102
-323
1194
$432 ﹤0.01%
5
+1
1195
$425 ﹤0.01%
2
1196
$397 ﹤0.01%
2
1197
$352 ﹤0.01%
3
-68
1198
$313 ﹤0.01%
4
1199
$300 ﹤0.01%
+2
1200
$300 ﹤0.01%
8
46 47
48
49 50