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 Buys

1
+$43M
2
+$21M
3
+$12.9M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$11.8M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$10.1M

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
ANSS
951
DELISTED
Ansys
ANSS
$25.6K ﹤0.01%
73
-8
FLS icon
952
Flowserve
FLS
$9.81B
$25.5K ﹤0.01%
+487
FSLR icon
953
First Solar
FSLR
$26.2B
$25.2K ﹤0.01%
152
+85
EPRT icon
954
Essential Properties Realty Trust
EPRT
$6.11B
$24.8K ﹤0.01%
+778
TOST icon
955
Toast
TOST
$19.7B
$24.8K ﹤0.01%
559
+74
SKX
956
DELISTED
Skechers
SKX
$24.7K ﹤0.01%
392
-33
EMN icon
957
Eastman Chemical
EMN
$7.83B
$24.6K ﹤0.01%
330
-206
PFG icon
958
Principal Financial Group
PFG
$19.4B
$24.5K ﹤0.01%
309
+3
IBN icon
959
ICICI Bank
IBN
$110B
$24K ﹤0.01%
714
AES icon
960
AES
AES
$10.1B
$23.7K ﹤0.01%
2,255
-51
CAG icon
961
Conagra Brands
CAG
$8.11B
$23.6K ﹤0.01%
1,153
+764
TTC icon
962
Toro Company
TTC
$8.77B
$23.4K ﹤0.01%
331
-15
FR icon
963
First Industrial Realty Trust
FR
$7.93B
$23.2K ﹤0.01%
483
-26
TPL icon
964
Texas Pacific Land
TPL
$23.3B
$23.2K ﹤0.01%
66
+51
HEI.A icon
965
HEICO Corp Class A
HEI.A
$38B
$23K ﹤0.01%
+89
NBIX icon
966
Neurocrine Biosciences
NBIX
$13.2B
$22.9K ﹤0.01%
182
+38
ESI icon
967
Element Solutions
ESI
$7.13B
$22.7K ﹤0.01%
1,002
-141
ATO icon
968
Atmos Energy
ATO
$27.6B
$22.7K ﹤0.01%
147
+1
BN icon
969
Brookfield
BN
$106B
$22.4K ﹤0.01%
543
+535
IAC icon
970
IAC Inc
IAC
$3.06B
$22.3K ﹤0.01%
598
-110
VTRS icon
971
Viatris
VTRS
$14.8B
$22.2K ﹤0.01%
2,490
+2,284
AVNT icon
972
Avient
AVNT
$3.26B
$22K ﹤0.01%
680
HESM icon
973
Hess Midstream
HESM
$4.52B
$21.8K ﹤0.01%
566
-23
FTI icon
974
TechnipFMC
FTI
$21.1B
$21.8K ﹤0.01%
632
-38
EIX icon
975
Edison International
EIX
$24B
$21.6K ﹤0.01%
419
+209
37 38
39
40 41