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
176
$2.58M 0.13%
49,846
+43
177
$2.53M 0.12%
25,990
-37,653
178
$2.52M 0.12%
14,650
+348
179
$2.5M 0.12%
36,677
-216
180
$2.49M 0.12%
34,854
-16,564
181
$2.48M 0.12%
22,565
+8,722
182
$2.45M 0.12%
27,356
-321
183
$2.44M 0.12%
17,190
-588
184
$2.43M 0.12%
25,744
-2,951
185
$2.42M 0.12%
88,952
-2,528
186
$2.4M 0.12%
20,416
+1,075
187
$2.4M 0.12%
20,164
-601
188
$2.36M 0.12%
10,132
-230
189
$2.34M 0.11%
38,256
+239
190
$2.33M 0.11%
21,064
+11,280
191
$2.29M 0.11%
84,413
-2,899
192
$2.26M 0.11%
24,673
+8,694
193
$2.23M 0.11%
75,045
+3,421
194
$2.19M 0.11%
61,300
-36,087
195
$2.19M 0.11%
52,392
-1,444
196
$2.18M 0.11%
8,828
-718
197
$2.15M 0.1%
15,991
-6,490
198
$2.13M 0.1%
8,839
+101
199
$2.1M 0.1%
22,849
-677
200
$2.06M 0.1%
55,724
-15,736
6 7
8
9 10