TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.69B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,734
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$24.5M
3
+$23M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$17.8M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$16.1M

Top Sells

1
+$9.25M
2
+$4.35M
3
+$4.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.94M
5
VZ icon
Verizon
VZ
+$2.95M

Sector Composition

1 Technology 6.72%
2 Financials 4.27%
3 Healthcare 3.08%
4 Industrials 2.51%
5 Communication Services 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SGI
976
Somnigroup International
SGI
$17.4B
$26.7K ﹤0.01%
299
-4
HMY icon
977
Harmony Gold Mining
HMY
$12.2B
$26.3K ﹤0.01%
+1,324
TROW icon
978
T. Rowe Price
TROW
$20.1B
$26.3K ﹤0.01%
257
+123
HIW icon
979
Highwoods Properties
HIW
$2.53B
$26.2K ﹤0.01%
1,015
CLX icon
980
Clorox
CLX
$13.7B
$25.3K ﹤0.01%
251
-3
FUTU icon
981
Futu Holdings
FUTU
$20.1B
$25K ﹤0.01%
152
-95
RYAN icon
982
Ryan Specialty Holdings
RYAN
$5.1B
$24.8K ﹤0.01%
480
+71
SFM icon
983
Sprouts Farmers Market
SFM
$7.27B
$24.7K ﹤0.01%
310
+288
IHI icon
984
iShares US Medical Devices ETF
IHI
$3.42B
$24.7K ﹤0.01%
397
-8
BC icon
985
Brunswick
BC
$4.79B
$24.5K ﹤0.01%
330
GLPI icon
986
Gaming and Leisure Properties
GLPI
$14B
$24.4K ﹤0.01%
547
+163
KB icon
987
KB Financial Group
KB
$36.7B
$24.3K ﹤0.01%
282
-11
SWKS icon
988
Skyworks Solutions
SWKS
$8.49B
$23.8K ﹤0.01%
376
-27
ITRN icon
989
Ituran Location and Control
ITRN
$1B
$23.5K ﹤0.01%
547
+76
FG icon
990
F&G Annuities & Life
FG
$3.18B
$23.4K ﹤0.01%
+759
NEU icon
991
NewMarket
NEU
$6.07B
$23.4K ﹤0.01%
34
+1
LKFN icon
992
Lakeland Financial Corp
LKFN
$1.46B
$23.3K ﹤0.01%
408
TREX icon
993
Trex
TREX
$4.1B
$23.3K ﹤0.01%
663
+280
GL icon
994
Globe Life
GL
$11.4B
$22.8K ﹤0.01%
163
-152
CRL icon
995
Charles River Laboratories
CRL
$8.93B
$22.5K ﹤0.01%
113
EMN icon
996
Eastman Chemical
EMN
$8.23B
$22.5K ﹤0.01%
352
-56
TPL icon
997
Texas Pacific Land
TPL
$36.1B
$22.4K ﹤0.01%
78
+15
PHG icon
998
Philips
PHG
$28.2B
$22.4K ﹤0.01%
827
+702
MZTI
999
The Marzetti Company
MZTI
$4.52B
$22.4K ﹤0.01%
136
+2
SNDR icon
1000
Schneider National
SNDR
$4.79B
$22K ﹤0.01%
828
+37
38 39
40
41 42