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TD Private Client Wealth Portfolio holdings

AUM $4.82B
1-Year Est. Return 15.21%
This Fund
S&P 500
This Quarter Est. Return
+5.74%
1 Year Est. Return
+15.21%
3 Year Est. Return
+48.23%
5 Year Est. Return
+55.79%
10 Year Est. Return
–
AUM
$4.44B
AUM Growth
+$369M
Cap. Flow
+$154M
Cap. Flow %
3.48%
Top 10 Hldgs %
37.84%
Holding
1,573
New
168
Increased
590
Reduced
551
Closed
38

Top Buys

Rank Stock Value
1
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$28.4M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$18.3M
3
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$17.5M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$17.5M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$15.3M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$14.4M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.63M
3
KVUE icon
Kenvue
KVUE
+$4.47M
4
AVGO icon
Broadcom
AVGO
+$4.32M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$4.14M

Sector Composition

Rank Sector Weight
1 Technology 7.03%
2 Financials 4.53%
3 Healthcare 3.19%
4 Industrials 2.87%
5 Communication Services 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RYAAY icon
726
Ryanair
RYAAY
$29.5B
$119K ﹤0.01%
1,983
+1,711
+629% +$104K
BAP icon
727
Credicorp
BAP
$30.9B
$119K ﹤0.01%
446
– –
MMSI icon
728
Merit Medical Systems
MMSI
$4.43B
$118K ﹤0.01%
1,423
-793
-36% -$69.1K
INFY icon
729
Infosys
INFY
$45B
$118K ﹤0.01%
7,266
-5,655
-44% -$97.4K
ISCG icon
730
iShares Morningstar Small-Cap Growth ETF
ISCG
$960M
$117K ﹤0.01%
2,152
-2,005
-48% -$105K
MAR icon
731
Marriott International
MAR
$98.7B
$115K ﹤0.01%
441
+12
+3% +$3.22K
ACM icon
732
Aecom
ACM
$9.07B
$113K ﹤0.01%
867
-309
-26% -$37.3K
SLAB icon
733
Silicon Laboratories
SLAB
$7.15B
$113K ﹤0.01%
862
-2
-0.2% -$272
TSCO icon
734
Tractor Supply
TSCO
$16.3B
$112K ﹤0.01%
1,973
-1,711
-46% -$101K
CVLT icon
735
Commault Systems
CVLT
$5.89B
$112K ﹤0.01%
594
-362
-38% -$65.3K
WAT icon
736
Waters Corp
WAT
$36.8B
$112K ﹤0.01%
374
-484
-56% -$146K
STLD icon
737
Steel Dynamics
STLD
$35.6B
$111K ﹤0.01%
799
+637
+393% +$83.6K
STZ icon
738
Constellation Brands
STZ
$22.2B
$111K ﹤0.01%
825
-195
-19% -$31K
CACI icon
739
CACI
CACI
$10.8B
$110K ﹤0.01%
221
-58
-21% -$28K
SW
740
Smurfit Westrock
SW
$25.5B
$109K ﹤0.01%
2,560
+180
+8% +$8.15K
MFG icon
741
Mizuho Financial
MFG
$129B
$108K ﹤0.01%
16,139
+4,801
+42% +$29.9K
MEDP icon
742
Medpace
MEDP
$16.8B
$107K ﹤0.01%
209
-56
-21% -$24.4K
ES icon
743
Eversource Energy
ES
$28.2B
$107K ﹤0.01%
1,503
+44
+3% +$2.88K
SPIP icon
744
State Street SPDR Portfolio TIPS ETF
SPIP
$1B
$106K ﹤0.01%
4,022
-177
-4% -$4.63K
CBOE icon
745
Cboe Global Markets
CBOE
$29.8B
$105K ﹤0.01%
427
-939
-69% -$226K
HSBC icon
746
HSBC
HSBC
$355B
$102K ﹤0.01%
1,441
+977
+211% +$63.5K
FNB icon
747
FNB Corp
FNB
$6.78B
$99.8K ﹤0.01%
6,198
-526
-8% -$8.37K
AVTR icon
748
Avantor
AVTR
$7.81B
$99.7K ﹤0.01%
7,985
+670
+9% +$8.63K
GFF icon
749
Griffon
GFF
$4.16B
$98.7K ﹤0.01%
1,296
-161
-11% -$12.4K
ZBH icon
750
Zimmer Biomet
ZBH
$17.7B
$98.4K ﹤0.01%
999
+123
+14% +$12.2K
28 29
30
31 32

Similar funds

AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.78B AUM 23.38% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

TD Private Client Wealth's Q3 2025 Portfolio in Review

As of Q3 2025, TD Private Client Wealth held 1,573 positions worth $4.44B, up 9.1% from $4.07B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

TD Private Client Wealth deployed $154M of net new capital in Q3 2025, opening 168 new positions and adding to 590 existing holdings. Its largest new stake was UL Solutions: 23,723 shares worth $1.68M.

By sector, the portfolio is most concentrated in Technology at 7% of assets, down from 7.2% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $14.4M trimmed.

  • TD Private Client Wealth's largest Q3 2025 buy was UL Solutions: 23,723 shares worth $1.68M.
  • TD Private Client Wealth added most to Invesco S&P 500 Momentum ETF in Q3 2025, an estimated $28.4M increase.
  • TD Private Client Wealth's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $14.4M.
  • TD Private Client Wealth fully exited Hess in Q3 2025, selling an estimated $714K.
  • TD Private Client Wealth's ten largest holdings make up 38% of its $4.44B portfolio in Q3 2025.
  • TD Private Client Wealth opened 168 new positions and closed 38 in Q3 2025.
  • TD Private Client Wealth's portfolio value rose 9.1% quarter-over-quarter to $4.44B.

Based on TD Private Client Wealth's 13F filing for Q3 2025, filed 27 Oct 2025.