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
BC icon
1001
Brunswick
BC
$5.76B
$17.8K ﹤0.01%
323
+196
ODD icon
1002
ODDITY Tech
ODD
$2.03B
$17.8K ﹤0.01%
+236
WBD icon
1003
Warner Bros
WBD
$70.9B
$17.7K ﹤0.01%
1,546
-2,002
GSL icon
1004
Global Ship Lease
GSL
$1.26B
$17.6K ﹤0.01%
670
-149
ITUB icon
1005
Itaú Unibanco
ITUB
$81.4B
$17.6K ﹤0.01%
2,669
+1
LADR
1006
Ladder Capital
LADR
$1.42B
$17.5K ﹤0.01%
1,631
+71
GLOB icon
1007
Globant
GLOB
$3B
$17.4K ﹤0.01%
192
-25
BG icon
1008
Bunge Global
BG
$20.8B
$17.4K ﹤0.01%
217
+203
JNPR
1009
DELISTED
Juniper Networks
JNPR
$17.3K ﹤0.01%
434
+113
EIG icon
1010
Employers Holdings
EIG
$1.02B
$17K ﹤0.01%
361
+7
FDS icon
1011
Factset
FDS
$10.7B
$17K ﹤0.01%
38
-1
DOCU icon
1012
DocuSign
DOCU
$11.4B
$17K ﹤0.01%
218
+11
EXR icon
1013
Extra Space Storage
EXR
$31.6B
$17K ﹤0.01%
115
+15
WNS
1014
DELISTED
WNS Holdings
WNS
$16.8K ﹤0.01%
265
+20
GLPI icon
1015
Gaming and Leisure Properties
GLPI
$13.1B
$16.8K ﹤0.01%
359
-186
SLM icon
1016
SLM Corp
SLM
$5.45B
$16.7K ﹤0.01%
+510
MHK icon
1017
Mohawk Industries
MHK
$7.59B
$16.5K ﹤0.01%
157
-13
BEN icon
1018
Franklin Resources
BEN
$13.6B
$16.3K ﹤0.01%
685
+298
SMG icon
1019
ScottsMiracle-Gro
SMG
$3.69B
$16.3K ﹤0.01%
247
-17,089
CWEN icon
1020
Clearway Energy Class C
CWEN
$4.31B
$16.1K ﹤0.01%
502
+18
QGEN icon
1021
Qiagen
QGEN
$9.8B
$16K ﹤0.01%
334
-118
REYN icon
1022
Reynolds Consumer Products
REYN
$5.03B
$15.8K ﹤0.01%
736
-40
RYAAY icon
1023
Ryanair
RYAAY
$35.8B
$15.7K ﹤0.01%
272
-826
HIMX
1024
Himax Technologies
HIMX
$1.5B
$15.6K ﹤0.01%
1,750
+305
AMR icon
1025
Alpha Metallurgical Resources
AMR
$3.1B
$15.5K ﹤0.01%
138