TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
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
1276
– –
-289
1277
– –
-45
1278
– –
-86
1279
– –
-7
1280
– –
-196
1281
– –
-233
1282
– –
-532
1283
– –
-34
1284
– –
-65,242
1285
– –
-1
1286
– –
-34
1287
– –
-27
1288
– –
-3
1289
– –
-890
1290
– –
-531
1291
– –
-59
1292
– –
-22
1293
– –
-166
1294
– –
-59
1295
– –
-34
1296
– –
-5
1297
– –
-10
1298
– –
-5
1299
– –
-335
1300
– –
-16
49 50 51
52
53