TPCW
TD Private Client Wealth Portfolio holdings
AUM
$4.44B
1-Year Est. Return
13.64%
1 Year Est. Return
+13.64%
AUM
$4.07B
AUM Growth
+$440M
(+12%)
Holding
1,537
Top Buys
| 1 | +$43M | |
| 2 | +$21M | |
| 3 | +$12.9M | |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
+$11.8M |
| 5 |
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 |
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 | |
|---|---|---|---|---|---|---|
976
IQVIA
IQV
$40.5B
| $21.4K | ﹤0.01% |
136
-340
|
|
||
977
Coty
COTY
$2.67B
| $21.4K | ﹤0.01% |
4,606
+28
|
|
||
978
Fox Class B
FOX
$29B
| $21.2K | ﹤0.01% |
411
+5
|
|
||
979
Genpact
G
$7.92B
| $21.1K | ﹤0.01% |
479
+9
|
|
||
980
Ferguson
FERG
$50B
| $20.9K | ﹤0.01% |
96
-109
|
|
||
981
Steel Dynamics
STLD
$25.3B
| $20.7K | ﹤0.01% |
162
+11
|
|
||
982
Woori Financial
WF
$14B
| $20.4K | ﹤0.01% |
411
+70
|
|
||
983
Revvity
RVTY
$12.8B
| $20.4K | ﹤0.01% |
211
-23
|
|
||
984
Graco
GGG
$14.6B
| $20.4K | ﹤0.01% |
237
-29
|
|
||
985
PTC
PTC
$19.8B
| $20K | ﹤0.01% |
116
-32
|
|
||
986
Ball Corp
BALL
$15B
| $19.9K | ﹤0.01% |
355
+2
|
|
||
987
Fabrinet
FN
$17.7B
| $19.7K | ﹤0.01% |
67
+6
|
|
||
988
OneMain Financial
OMF
$7.7B
| $19.3K | ﹤0.01% |
339
+17
|
|
||
989
Align Technology
ALGN
$12.3B
| $19.1K | ﹤0.01% |
101
-42
|
|
||
990
Hyatt Hotels
H
$15.9B
| $19K | ﹤0.01% |
136
+51
|
|
||
991
Atkore
ATKR
$2.43B
| $19K | ﹤0.01% |
269
-1
|
|
||
992
Schneider National
SNDR
$5.14B
| $18.7K | ﹤0.01% |
775
+237
|
|
||
993
W.P. Carey
WPC
$15.4B
| $18.5K | ﹤0.01% |
297
+48
|
|
||
994
Permian Resources
PR
$10.7B
| $18.5K | ﹤0.01% |
1,360
+600
|
|
||
995
LKQ Corp
LKQ
$8.58B
| $18.5K | ﹤0.01% |
500
+86
|
|
||
996
Innoviva
INVA
$1.45B
| $18.5K | ﹤0.01% |
921
+24
|
|
||
997
Molina Healthcare
MOH
$9.84B
| $18.5K | ﹤0.01% |
62
+5
|
|
||
998
Melco Resorts & Entertainment
MLCO
$2.39B
| $18.3K | ﹤0.01% |
+2,535
|
|
||
999
Coupang
CPNG
$38.6B
| $17.9K | ﹤0.01% |
598
+354
|
|
||
1000
Expedia Group
EXPE
$34.9B
| $17.9K | ﹤0.01% |
106
+4
|
|