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
$2.05B
AUM Growth
-$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$12.7M
3
+$7.57M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.75M
5
KEY icon
KeyCorp
KEY
+$3.39M

Top Sells

1
+$9.57M
2
+$8.07M
3
+$4.5M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$4.23M
5
CVX icon
Chevron
CVX
+$4.15M

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
126
$3.63M 0.18%
79,132
+43,773
127
$3.61M 0.18%
131,078
-153,595
128
$3.57M 0.17%
53,446
-1,058
129
$3.56M 0.17%
27,421
+4,943
130
$3.48M 0.17%
31,227
+11,624
131
$3.48M 0.17%
70,853
-24,325
132
$3.42M 0.17%
18,537
+88
133
$3.42M 0.17%
198,329
+196,491
134
$3.38M 0.16%
41,295
+899
135
$3.35M 0.16%
32,718
+140
136
$3.34M 0.16%
107,332
+589
137
$3.28M 0.16%
24,280
+4,060
138
$3.28M 0.16%
38,757
-328
139
$3.28M 0.16%
36,507
-4,014
140
$3.25M 0.16%
40,865
-19,580
141
$3.25M 0.16%
33,808
-1,252
142
$3.25M 0.16%
11,699
+563
143
$3.24M 0.16%
35,297
+601
144
$3.19M 0.16%
74,950
-1,000
145
$3.16M 0.15%
9,000
-140
146
$3.12M 0.15%
39,339
+4,932
147
$3.07M 0.15%
9,632
-387
148
$3.03M 0.15%
65,861
+7,743
149
$3.01M 0.15%
39,384
+7,713
150
$2.99M 0.15%
13,359
-428
4 5
6
7 8