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
$2.05B
AUM Growth
-$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,305
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$13.6M
3
+$7.59M
4
KEY icon
KeyCorp
KEY
+$3.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.75M

Top Sells

1
+$10.1M
2
+$8.85M
3
+$4.73M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.55M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$4.41M

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
1201
$498 ﹤0.01%
+11
1202
$486 ﹤0.01%
9
1203
$484 ﹤0.01%
2
-3
1204
$408 ﹤0.01%
2
1205
$399 ﹤0.01%
40
-52
1206
$382 ﹤0.01%
8
1207
$375 ﹤0.01%
4
-1
1208
$354 ﹤0.01%
69
1209
$341 ﹤0.01%
5
1210
$338 ﹤0.01%
+14
1211
$330 ﹤0.01%
40
-232
1212
$288 ﹤0.01%
+33
1213
$286 ﹤0.01%
38
1214
$280 ﹤0.01%
1
-7
1215
$262 ﹤0.01%
4
-7
1216
$254 ﹤0.01%
71
-13
1217
$251 ﹤0.01%
13
-12,197
1218
$235 ﹤0.01%
93
+14
1219
$230 ﹤0.01%
12
1220
$206 ﹤0.01%
2
1221
$160 ﹤0.01%
10
-545
1222
$6 ﹤0.01%
1
1223
– –
-2
1224
– –
-4
1225
– –
-199
47 48
49
50 51