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

Top Buys

1
+$7.43M
2
+$6.68M
3
+$4.65M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.68M
5
JPM icon
JPMorgan Chase
JPM
+$2.63M

Top Sells

1
+$4.09M
2
+$4.08M
3
+$3.76M
4
XOM icon
Exxon Mobil
XOM
+$2.64M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$2.15M

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
$706 ﹤0.01%
2
1177
$661 ﹤0.01%
5
1178
$642 ﹤0.01%
20
1179
$604 ﹤0.01%
13
1180
$595 ﹤0.01%
6
1181
$565 ﹤0.01%
3
1182
$559 ﹤0.01%
15
1183
$559 ﹤0.01%
40
1184
$553 ﹤0.01%
22
1185
$553 ﹤0.01%
46
-30
1186
$540 ﹤0.01%
2
1187
$532 ﹤0.01%
46
1188
$519 ﹤0.01%
17
-71
1189
$511 ﹤0.01%
231
1190
$500 ﹤0.01%
40
1191
$468 ﹤0.01%
17
-463
1192
$443 ﹤0.01%
6
1193
$437 ﹤0.01%
9
1194
$436 ﹤0.01%
102
-323
1195
$432 ﹤0.01%
5
+1
1196
$425 ﹤0.01%
2
1197
$397 ﹤0.01%
2
1198
$352 ﹤0.01%
3
-68
1199
$313 ﹤0.01%
4
1200
$300 ﹤0.01%
+2
46 47
48
49 50