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
$4.07B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,537
New
Increased
Reduced
Closed

Top Sells

1 +$9.58M
2 +$3.42M
3 +$3.09M
4
DFS
Discover Financial Services
DFS
+$3.07M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.85M

Sector Composition

1 Technology 7.24%
2 Financials 5.01%
3 Healthcare 3.29%
4 Industrials 3.06%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BBT
926
Beacon Financial Corp
BBT
$2.31B
$30.3K ﹤0.01%
1,212
PNR icon
927
Pentair
PNR
$17.6B
$30.2K ﹤0.01%
294
-8
SWKS icon
928
Skyworks Solutions
SWKS
$8.66B
$29.8K ﹤0.01%
400
+59
JHX icon
929
James Hardie Industries
JHX
$13.7B
$29.6K ﹤0.01%
1,101
+455
AOS icon
930
A.O. Smith
AOS
$10.1B
$29.2K ﹤0.01%
446
+263
IPG
931
DELISTED
Interpublic Group of Companies
IPG
$29.1K ﹤0.01%
1,189
+1
BYD icon
932
Boyd Gaming
BYD
$6.93B
$29.1K ﹤0.01%
372
AOK icon
933
iShares Core Conservative Allocation ETF
AOK
$743M
$29K ﹤0.01%
+743
BF.B icon
934
Brown-Forman Class B
BF.B
$12.2B
$28.8K ﹤0.01%
1,069
+823
LKFN icon
935
Lakeland Financial Corp
LKFN
$1.51B
$28.8K ﹤0.01%
468
VPU icon
936
Vanguard Utilities ETF
VPU
$8.02B
$28.6K ﹤0.01%
162
IHG icon
937
InterContinental Hotels
IHG
$20.9B
$28.5K ﹤0.01%
247
-101
HSBC icon
938
HSBC
HSBC
$283B
$28.2K ﹤0.01%
464
+234
DXCM icon
939
DexCom
DXCM
$27.1B
$28.1K ﹤0.01%
322
-171
UDR icon
940
UDR
UDR
$12.4B
$27.9K ﹤0.01%
683
-35
BMRN icon
941
BioMarin Pharmaceuticals
BMRN
$10.5B
$27.7K ﹤0.01%
504
-178
GEN icon
942
Gen Digital
GEN
$16.1B
$27.7K ﹤0.01%
942
-50
SU icon
943
Suncor Energy
SU
$59.8B
$27.3K ﹤0.01%
728
-212
VAW icon
944
Vanguard Materials ETF
VAW
$3.07B
$27.3K ﹤0.01%
140
+42
E icon
945
ENI
E
$57.2B
$26.7K ﹤0.01%
825
-194
CCC
946
CCC Intelligent Solutions
CCC
$5.13B
$26.5K ﹤0.01%
2,814
+161
MRNA icon
947
Moderna
MRNA
$16.3B
$26.4K ﹤0.01%
956
+743
UNM icon
948
Unum
UNM
$12.7B
$26.2K ﹤0.01%
324
DLTR icon
949
Dollar Tree
DLTR
$27.8B
$26.1K ﹤0.01%
264
+164
JBHT icon
950
JB Hunt Transport Services
JBHT
$19.3B
$26K ﹤0.01%
181
-149