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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
(+9.1%)
Cap. Flow
+$154M
Cap. Flow
% of AUM
3.48%
Top 10 Holdings %
Top 10 Hldgs %
37.84%
Holding
1,573
New
168
Increased
590
Reduced
551
Closed
38
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$28.4M |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$18.3M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$17.5M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$17.5M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$15.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$14.4M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$5.63M |
| 3 |
Kenvue
KVUE
|
+$4.47M |
| 4 |
Broadcom
AVGO
|
+$4.32M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
901
Expeditors International
EXPD
$22.9B
| $37.8K | ﹤0.01% |
308
| – | – |
|
902
Unifirst Corp
UNF
$5.32B
| $37.3K | ﹤0.01% |
223
-311
| -58% | -$54K |
|
903
AppFolio
APPF
$5.85B
| $36.7K | ﹤0.01% |
133
+127
| +2,117% | +$34.3K |
|
904
HEICO Corp
HEI
$48.9B
| $36.5K | ﹤0.01% |
113
-11
| -9% | -$3.5K |
|
905
The Mosaic Company
MOS
$7.09B
| $36.4K | ﹤0.01% |
1,051
-12
| -1% | -$413 |
|
906
MongoDB
MDB
$24B
| $36.3K | ﹤0.01% |
117
+113
| +2,825% | +$29K |
|
907
NBT Bancorp
NBTB
$2.72B
| $36.2K | ﹤0.01% |
867
| – | – |
|
908
iShares MSCI Europe Financials ETF
EUFN
$3.87B
| $36.2K | ﹤0.01% |
1,053
-582
| -36% | -$19.3K |
|
909
Zillow
Z
$7.04B
| $36.1K | ﹤0.01% |
469
+17
| +4% | +$1.39K |
|
910
Evertec
EVTC
$1.83B
| $35.3K | ﹤0.01% |
1,044
-1,095
| -51% | -$38.2K |
|
911
M&T Bank
MTB
$36.2B
| $34.8K | ﹤0.01% |
176
-1
| -0.6% | -$196 |
|
912
First Solar
FSLR
$21.8B
| $34.6K | ﹤0.01% |
157
+5
| +3% | +$960 |
|
913
iShares Global Clean Energy ETF
ICLN
$2.38B
| $34.3K | ﹤0.01% |
2,214
-227
| -9% | -$3.21K |
|
914
Moderna
MRNA
$21.5B
| $33.4K | ﹤0.01% |
1,293
+337
| +35% | +$9.4K |
|
915
Korea Electric Power
KEP
$15.5B
| $33.1K | ﹤0.01% |
+2,540
| New | +$34.6K |
|
916
A.O. Smith
AOS
$8.38B
| $32.6K | ﹤0.01% |
444
-2
| -0.4% | -$143 |
|
917
Pentair
PNR
$10.2B
| $32.6K | ﹤0.01% |
294
| – | – |
|
|
VPU
918
Vanguard Utilities ETF
VPU
$8.83B
| $32.4K | ﹤0.01% |
171
+9
| +6% | +$1.65K |
|
919
Highwoods Properties
HIW
$3.71B
| $32.3K | ﹤0.01% |
1,015
| – | – |
|
920
Interface
TILE
$1.91B
| $32.2K | ﹤0.01% |
+1,114
| New | +$28.1K |
|
921
JPMorgan BetaBuilders Canada ETF
BBCA
$10.7B
| $31.7K | ﹤0.01% |
363
-213
| -37% | -$17.8K |
|
922
Avnet
AVT
$7.33B
| $31.5K | ﹤0.01% |
602
| – | – |
|
|
IPG
923
DELISTED
Interpublic Group of Companies
IPG
| $31.4K | ﹤0.01% |
1,126
-63
| -5% | -$1.63K |
|
924
Clorox
CLX
$11.6B
| $31.3K | ﹤0.01% |
254
-3
| -1% | -$372 |
|
925
Skyworks Solutions
SWKS
$9.06B
| $31K | ﹤0.01% |
403
+3
| +0.8% | +$223 |
|
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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.