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
1201
$282 ﹤0.01%
2
1202
$266 ﹤0.01%
36
+3
1203
$266 ﹤0.01%
+9
1204
$245 ﹤0.01%
93
1205
$234 ﹤0.01%
71
1206
$218 ﹤0.01%
27
-11
1207
$217 ﹤0.01%
67
-2
1208
$197 ﹤0.01%
24
-16
1209
$190 ﹤0.01%
2
1210
$4 ﹤0.01%
1
1211
– –
-66
1212
– –
-1,017
1213
– –
-46
1214
– –
-74
1215
– –
-30,417
1216
– –
-664
1217
– –
-30
1218
– –
-1,252
1219
– –
-82
1220
– –
-786
1221
– –
-6
1222
– –
-1,488
1223
– –
-835
1224
– –
-53
1225
– –
-376
46 47 48
49
50