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
$4.44B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,574
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$19M
3
+$18M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$17.7M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$15.5M

Top Sells

1
+$15M
2
+$5.64M
3
+$4.64M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$4.25M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.15M

Sector Composition

1 Technology 7.03%
2 Financials 4.53%
3 Healthcare 3.19%
4 Industrials 2.86%
5 Communication Services 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DKNG icon
876
DraftKings
DKNG
$17.7B
$43.6K ﹤0.01%
1,165
+365
VCTR icon
877
Victory Capital Holdings
VCTR
$4.09B
$43.2K ﹤0.01%
667
-1,510
FUTU icon
878
Futu Holdings
FUTU
$23.8B
$43K ﹤0.01%
247
+243
TNC icon
879
Tennant Co
TNC
$1.34B
$42.7K ﹤0.01%
527
-291
L icon
880
Loews
L
$21.6B
$42.7K ﹤0.01%
425
WBD icon
881
Warner Bros
WBD
$60.5B
$42.6K ﹤0.01%
2,179
+633
SOFI icon
882
SoFi Technologies
SOFI
$35.4B
$42.2K ﹤0.01%
1,599
-963
SHG icon
883
Shinhan Financial Group
SHG
$25.9B
$41.8K ﹤0.01%
+829
ULTA icon
884
Ulta Beauty
ULTA
$24.1B
$41K ﹤0.01%
75
+1
AWK icon
885
American Water Works
AWK
$25B
$40.9K ﹤0.01%
294
+60
CHD icon
886
Church & Dwight Co
CHD
$20.2B
$40.7K ﹤0.01%
465
-3
OZK icon
887
Bank OZK
OZK
$5.23B
$40.1K ﹤0.01%
786
RACE icon
888
Ferrari
RACE
$69.8B
$39.7K ﹤0.01%
82
-168
TNK icon
889
Teekay Tankers
TNK
$1.91B
$39.6K ﹤0.01%
784
-1,300
SMCI icon
890
Super Micro Computer
SMCI
$20.4B
$39.6K ﹤0.01%
825
+25
IHG icon
891
InterContinental Hotels
IHG
$20.3B
$39K ﹤0.01%
322
+75
ADM icon
892
Archer Daniels Midland
ADM
$28.4B
$39K ﹤0.01%
652
+28
HUM icon
893
Humana
HUM
$30.4B
$38.9K ﹤0.01%
150
-42
PRMB
894
Primo Brands
PRMB
$5.94B
$38.9K ﹤0.01%
1,761
-621
UBS icon
895
UBS Group
UBS
$121B
$38.9K ﹤0.01%
949
-29
CHTR icon
896
Charter Communications
CHTR
$25.9B
$38.2K ﹤0.01%
139
-1
LNT icon
897
Alliant Energy
LNT
$16.9B
$38K ﹤0.01%
563
+6
IR icon
898
Ingersoll Rand
IR
$31.5B
$37.8K ﹤0.01%
458
+60
HST icon
899
Host Hotels & Resorts
HST
$11.8B
$37.8K ﹤0.01%
2,220
+147
SWK icon
900
Stanley Black & Decker
SWK
$11.1B
$37.8K ﹤0.01%
508
+463
34 35
36
37 38