TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
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
+$28.4M
2
+$18.3M
3
+$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

1
+$14.4M
2
+$5.63M
3
+$4.47M
4
AVGO icon
Broadcom
AVGO
+$4.32M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$4.14M

Sector Composition

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
DKNG icon
876
DraftKings
DKNG
$10.5B
$43.6K ﹤0.01%
1,165
+365
VCTR icon
877
Victory Capital Holdings
VCTR
$4.45B
$43.2K ﹤0.01%
667
-1,510
FUTU icon
878
Futu Holdings
FUTU
$19B
$43K ﹤0.01%
247
+243
TNC icon
879
Tennant Co
TNC
$1.22B
$42.7K ﹤0.01%
527
-291
L icon
880
Loews
L
$22B
$42.7K ﹤0.01%
425
WBD icon
881
Warner Bros
WBD
$67.2B
$42.6K ﹤0.01%
2,179
+633
SOFI icon
882
SoFi Technologies
SOFI
$20.2B
$42.2K ﹤0.01%
1,599
-963
SHG icon
883
Shinhan Financial Group
SHG
$28.9B
$41.8K ﹤0.01%
+829
ULTA icon
884
Ulta Beauty
ULTA
$23.1B
$41K ﹤0.01%
75
+1
AWK icon
885
American Water Works
AWK
$26.9B
$40.9K ﹤0.01%
294
+60
CHD icon
886
Church & Dwight Co
CHD
$22.1B
$40.7K ﹤0.01%
465
-3
OZK icon
887
Bank OZK
OZK
$5.01B
$40.1K ﹤0.01%
786
RACE icon
888
Ferrari
RACE
$57.2B
$39.7K ﹤0.01%
82
-168
TNK icon
889
Teekay Tankers
TNK
$2.45B
$39.6K ﹤0.01%
784
-1,300
SMCI icon
890
Super Micro Computer
SMCI
$13.3B
$39.6K ﹤0.01%
825
+25
IHG icon
891
InterContinental Hotels
IHG
$19.8B
$39K ﹤0.01%
322
+75
ADM icon
892
Archer Daniels Midland
ADM
$34.8B
$39K ﹤0.01%
652
+28
HUM icon
893
Humana
HUM
$21B
$38.9K ﹤0.01%
150
-42
PRMB
894
Primo Brands
PRMB
$6.49B
$38.9K ﹤0.01%
1,761
-621
UBS icon
895
UBS Group
UBS
$115B
$38.9K ﹤0.01%
949
-29
CHTR icon
896
Charter Communications
CHTR
$27.2B
$38.2K ﹤0.01%
139
-1
LNT icon
897
Alliant Energy
LNT
$18.1B
$38K ﹤0.01%
563
+6
IR icon
898
Ingersoll Rand
IR
$31.9B
$37.8K ﹤0.01%
458
+60
HST icon
899
Host Hotels & Resorts
HST
$13.4B
$37.8K ﹤0.01%
2,220
+147
SWK icon
900
Stanley Black & Decker
SWK
$11B
$37.8K ﹤0.01%
508
+463
34 35
36
37 38