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TD Private Client Wealth Portfolio holdings
AUM
$4.82B
1-Year Est. Return
15.21%
This Fund
S&P 500
This Quarter
Est. Return
+5.74%
1 Year Est. Return
+15.21%
3 Year Est. Return
+48.23%
5 Year Est. Return
+55.79%
10 Year Est. Return
–
AUM
$4.44B
AUM Growth
+$369M
(+9.1%)
Cap. Flow
+$154M
Cap. Flow
% of AUM
3.48%
Top 10 Holdings %
Top 10 Hldgs %
37.84%
Holding
1,573
New
168
Increased
590
Reduced
551
Closed
38
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$28.4M |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$18.3M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$17.5M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$17.5M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$15.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$14.4M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$5.63M |
| 3 |
Kenvue
KVUE
|
+$4.47M |
| 4 |
Broadcom
AVGO
|
+$4.32M |
| 5 |
iShares Core S&P US Value ETF
IUSV
|
+$4.14M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.03% |
| 2 | Financials | 4.53% |
| 3 | Healthcare | 3.19% |
| 4 | Industrials | 2.87% |
| 5 | Communication Services | 2.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1001
Ferguson
FERG
$44.7B
| $17.3K | ﹤0.01% |
77
-19
| -20% | -$4.3K |
|
1002
Franklin Resources
BEN
$16.9B
| $17.1K | ﹤0.01% |
738
+53
| +8% | +$1.31K |
|
1003
Hess Midstream
HESM
$5.22B
| $17.1K | ﹤0.01% |
494
-72
| -13% | -$2.86K |
|
1004
Ituran Location and Control
ITRN
$1.08B
| $16.8K | ﹤0.01% |
471
+120
| +34% | +$4.53K |
|
1005
Schneider National
SNDR
$6.59B
| $16.7K | ﹤0.01% |
791
+16
| +2% | +$391 |
|
1006
Gilat Satellite Networks
GILT
$810M
| $16.7K | ﹤0.01% |
+1,307
| New | +$12K |
|
1007
CAVA Group
CAVA
$7.22B
| $16.6K | ﹤0.01% |
275
+210
| +323% | +$15.9K |
|
|
CMA
1008
DELISTED
Comerica
CMA
| $16.5K | ﹤0.01% |
241
-12
| -5% | -$808 |
|
1009
RPM International
RPM
$13.7B
| $16.4K | ﹤0.01% |
139
+3
| +2% | +$360 |
|
1010
Cincinnati Financial
CINF
$28.3B
| $16.3K | ﹤0.01% |
103
+5
| +5% | +$759 |
|
1011
On Holding
ONON
$11.9B
| $16.2K | ﹤0.01% |
383
-3,674
| -91% | -$175K |
|
|
HIMX
1012
Himax Technologies
HIMX
$2.2B
| $16.2K | ﹤0.01% |
1,835
+85
| +5% | +$729 |
|
1013
Alibaba
BABA
$269B
| $16.1K | ﹤0.01% |
90
+75
| +500% | +$9.83K |
|
1014
Bio-Techne
TECH
$11.2B
| $15.9K | ﹤0.01% |
285
+228
| +400% | +$12.2K |
|
1015
Employers Holdings
EIG
$908M
| $15.7K | ﹤0.01% |
370
+9
| +2% | +$392 |
|
|
DOCU
1016
DocuSign
DOCU
$9.63B
| $15.6K | ﹤0.01% |
217
-1
| -0.5% | -$77 |
|
1017
IDEX
IEX
$16.5B
| $15.6K | ﹤0.01% |
96
+30
| +45% | +$5.07K |
|
1018
ODDITY Tech
ODD
$708M
| $15.6K | ﹤0.01% |
250
+14
| +6% | +$909 |
|
1019
Global Payments
GPN
$22.1B
| $15.5K | ﹤0.01% |
187
+81
| +76% | +$6.82K |
|
1020
International Seaways
INSW
$4.57B
| $15.5K | ﹤0.01% |
337
-880
| -72% | -$38K |
|
1021
Qualys
QLYS
$4.84B
| $15.5K | ﹤0.01% |
117
-108
| -48% | -$14.6K |
|
1022
Atkore
ATKR
$2.59B
| $15.4K | ﹤0.01% |
246
-23
| -9% | -$1.5K |
|
1023
Canadian Imperial Bank of Commerce
CM
$107B
| $15.4K | ﹤0.01% |
193
-18,466
| -99% | -$1.39M |
|
1024
Banco Bradesco
BBD
$38.1B
| $15.3K | ﹤0.01% |
4,512
| – | – |
|
1025
Donnelley Financial Solutions
DFIN
$1.21B
| $15.2K | ﹤0.01% |
296
-235
| -44% | -$13.4K |
|
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TD Private Client Wealth's Q3 2025 Portfolio in Review
As of Q3 2025, TD Private Client Wealth held 1,573 positions worth $4.44B, up 9.1% from $4.07B the previous quarter. Its ten largest holdings account for 38% of the portfolio.
TD Private Client Wealth deployed $154M of net new capital in Q3 2025, opening 168 new positions and adding to 590 existing holdings. Its largest new stake was UL Solutions: 23,723 shares worth $1.68M.
By sector, the portfolio is most concentrated in Technology at 7% of assets, down from 7.2% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $14.4M trimmed.
- TD Private Client Wealth's largest Q3 2025 buy was UL Solutions: 23,723 shares worth $1.68M.
- TD Private Client Wealth added most to Invesco S&P 500 Momentum ETF in Q3 2025, an estimated $28.4M increase.
- TD Private Client Wealth's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $14.4M.
- TD Private Client Wealth fully exited Hess in Q3 2025, selling an estimated $714K.
- TD Private Client Wealth's ten largest holdings make up 38% of its $4.44B portfolio in Q3 2025.
- TD Private Client Wealth opened 168 new positions and closed 38 in Q3 2025.
- TD Private Client Wealth's portfolio value rose 9.1% quarter-over-quarter to $4.44B.
Based on TD Private Client Wealth's 13F filing for Q3 2025, filed 27 Oct 2025.