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
151
$2.99M 0.15%
50,719
-2,241
152
$2.9M 0.14%
15,911
+4,100
153
$2.86M 0.14%
25,154
+1,509
154
$2.82M 0.14%
30,821
+12,334
155
$2.82M 0.14%
13,928
+69
156
$2.81M 0.14%
20,291
+102
157
$2.8M 0.14%
15,896
+961
158
$2.8M 0.14%
55,948
+4,462
159
$2.78M 0.14%
9,461
-484
160
$2.78M 0.14%
19,691
+9,317
161
$2.77M 0.13%
29,030
-145
162
$2.77M 0.13%
14,293
+3,581
163
$2.76M 0.13%
12,900
-714
164
$2.73M 0.13%
29,457
+555
165
$2.73M 0.13%
16,546
-103
166
$2.66M 0.13%
70,130
-479
167
$2.64M 0.13%
40,853
-13,218
168
$2.63M 0.13%
40,268
+12,264
169
$2.63M 0.13%
218,347
+682
170
$2.63M 0.13%
20,655
-529
171
$2.61M 0.13%
34,810
+11,247
172
$2.59M 0.13%
29,267
+6,727
173
$2.59M 0.13%
28,446
+502
174
$2.58M 0.13%
77,614
+22,620
175
$2.58M 0.13%
9,790
+303
5 6
7
8 9