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
EXPD icon
901
Expeditors International
EXPD
$19B
$37.8K ﹤0.01%
308
UNF icon
902
Unifirst Corp
UNF
$4.55B
$37.3K ﹤0.01%
223
-311
APPF icon
903
AppFolio
APPF
$5.71B
$36.7K ﹤0.01%
133
+127
HEI icon
904
HEICO Corp
HEI
$38B
$36.5K ﹤0.01%
113
-11
MOS icon
905
The Mosaic Company
MOS
$7.94B
$36.4K ﹤0.01%
1,051
-12
MDB icon
906
MongoDB
MDB
$19.4B
$36.3K ﹤0.01%
117
+113
NBTB icon
907
NBT Bancorp
NBTB
$2.22B
$36.2K ﹤0.01%
867
EUFN icon
908
iShares MSCI Europe Financials ETF
EUFN
$3.5B
$36.2K ﹤0.01%
1,053
-582
Z icon
909
Zillow
Z
$10B
$36.1K ﹤0.01%
469
+17
EVTC icon
910
Evertec
EVTC
$1.75B
$35.3K ﹤0.01%
1,044
-1,095
MTB icon
911
M&T Bank
MTB
$30.6B
$34.8K ﹤0.01%
176
-1
FSLR icon
912
First Solar
FSLR
$19.9B
$34.6K ﹤0.01%
157
+5
ICLN icon
913
iShares Global Clean Energy ETF
ICLN
$2.11B
$34.3K ﹤0.01%
2,214
-227
MRNA icon
914
Moderna
MRNA
$21.2B
$33.4K ﹤0.01%
1,293
+337
KEP icon
915
Korea Electric Power
KEP
$19.3B
$33.1K ﹤0.01%
+2,540
AOS icon
916
A.O. Smith
AOS
$9.07B
$32.6K ﹤0.01%
444
-2
PNR icon
917
Pentair
PNR
$14B
$32.6K ﹤0.01%
294
VPU icon
918
Vanguard Utilities ETF
VPU
$8.45B
$32.4K ﹤0.01%
171
+9
HIW icon
919
Highwoods Properties
HIW
$2.31B
$32.3K ﹤0.01%
1,015
TILE icon
920
Interface
TILE
$1.46B
$32.2K ﹤0.01%
+1,114
BBCA icon
921
JPMorgan BetaBuilders Canada ETF
BBCA
$9.8B
$31.7K ﹤0.01%
363
-213
AVT icon
922
Avnet
AVT
$5.01B
$31.5K ﹤0.01%
602
IPG
923
DELISTED
Interpublic Group of Companies
IPG
$31.4K ﹤0.01%
1,126
-63
CLX icon
924
Clorox
CLX
$12.4B
$31.3K ﹤0.01%
254
-3
SWKS icon
925
Skyworks Solutions
SWKS
$8.52B
$31K ﹤0.01%
403
+3
35 36
37
38 39