TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.82B
1-Year Est. Return 15.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.82B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,756
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$24.1M
3
+$20M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$16.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$16.1M

Top Sells

1
+$14.2M
2
+$6.63M
3
+$6.4M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.27M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.05M

Sector Composition

1 Technology 5.99%
2 Financials 3.62%
3 Healthcare 2.76%
4 Industrials 2.63%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAM icon
976
Brookfield Asset Management
BAM
$72.3B
$24.4K ﹤0.01%
550
-570
HDUS
977
Hartford Disciplined US Equity ETF
HDUS
$191M
$24.3K ﹤0.01%
385
+115
WTM icon
978
White Mountains Insurance
WTM
$5.04B
$24.2K ﹤0.01%
11
-7
IHI icon
979
iShares US Medical Devices ETF
IHI
$3.05B
$24K ﹤0.01%
450
+53
AKAM icon
980
Akamai
AKAM
$23.3B
$23.8K ﹤0.01%
207
+62
BC icon
981
Brunswick
BC
$5.34B
$23.7K ﹤0.01%
326
-4
FOX icon
982
Fox Class B
FOX
$24.1B
$23.5K ﹤0.01%
443
+10
SNDR icon
983
Schneider National
SNDR
$6.5B
$23.5K ﹤0.01%
890
+62
ROIV icon
984
Roivant Sciences
ROIV
$20.6B
$22.9K ﹤0.01%
828
+1
TRGP icon
985
Targa Resources
TRGP
$56.4B
$22.8K ﹤0.01%
91
+57
SU icon
986
Suncor Energy
SU
$77.4B
$22.8K ﹤0.01%
345
+29
IEX icon
987
IDEX
IEX
$15.9B
$22.7K ﹤0.01%
120
+2
SBAC icon
988
SBA Communications
SBAC
$20.8B
$22.7K ﹤0.01%
132
-42
GL icon
989
Globe Life
GL
$11.7B
$22.7K ﹤0.01%
163
GSL icon
990
Global Ship Lease
GSL
$1.35B
$22.5K ﹤0.01%
605
-4
MOS icon
991
The Mosaic Company
MOS
$7.41B
$22.4K ﹤0.01%
878
+35
CCC
992
CCC Intelligent Solutions
CCC
$2.93B
$22.4K ﹤0.01%
3,731
-2,134
CYD icon
993
China Yuchai International
CYD
$2.16B
$22.1K ﹤0.01%
575
+176
ITUB icon
994
Itaú Unibanco
ITUB
$83.7B
$22K ﹤0.01%
2,626
-33
FWONK icon
995
Liberty Media Series C
FWONK
$21.8B
$21.9K ﹤0.01%
257
-656
UBS icon
996
UBS Group
UBS
$156B
$21.8K ﹤0.01%
559
-685
ALAB icon
997
Astera Labs
ALAB
$62.3B
$21K ﹤0.01%
192
-10
WPC icon
998
W.P. Carey
WPC
$16.4B
$20.7K ﹤0.01%
304
+11
STE icon
999
Steris
STE
$20.5B
$20.6K ﹤0.01%
93
-361
WTPI
1000
WisdomTree Equity Premium Income Fund
WTPI
$480M
$20.5K ﹤0.01%
642
-2,663
38 39
40
41 42