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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
+1.78%
1 Year Est. Return
+15.21%
3 Year Est. Return
+48.23%
5 Year Est. Return
+55.79%
10 Year Est. Return
–
AUM
$4.69B
AUM Growth
+$255M
(+5.7%)
Cap. Flow
+$196M
Cap. Flow
% of AUM
4.17%
Top 10 Holdings %
Top 10 Hldgs %
39.4%
Holding
1,734
New
200
Increased
603
Reduced
581
Closed
102
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$28.8M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$24.5M |
| 3 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$23M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$17.8M |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$16.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$9.25M |
| 2 |
Meta Platforms (Facebook)
META
|
+$4.35M |
| 3 |
Netflix
NFLX
|
+$4.2M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.94M |
| 5 |
Verizon
VZ
|
+$2.95M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 6.72% |
| 2 | Financials | 4.27% |
| 3 | Healthcare | 3.08% |
| 4 | Industrials | 2.52% |
| 5 | Communication Services | 2.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1026
Illumina
ILMN
$29.4B
| $17.6K | ﹤0.01% |
134
+57
| +74% | +$6.69K |
|
1027
Ball Corp
BALL
$17B
| $17.5K | ﹤0.01% |
330
-24
| -7% | -$1.18K |
|
1028
Coupang
CPNG
$27.8B
| $17.4K | ﹤0.01% |
738
+24
| +3% | +$683 |
|
1029
Mohawk Industries
MHK
$6.9B
| $17.2K | ﹤0.01% |
157
-5
| -3% | -$574 |
|
1030
Harley-Davidson
HOG
$2.68B
| $16.8K | ﹤0.01% |
822
+811
| +7,373% | +$19.9K |
|
1031
LKQ Corp
LKQ
$6.58B
| $16.8K | ﹤0.01% |
557
-11
| -2% | -$332 |
|
|
PPLI
1032
People Inc
PPLI
$3.1B
| $16.8K | ﹤0.01% |
429
+30
| +8% | +$1.05K |
|
1033
Clearway Energy Class C
CWEN
$5B
| $16.8K | ﹤0.01% |
504
+23
| +5% | +$765 |
|
1034
Essential Properties Realty Trust
EPRT
$6.99B
| $16.7K | ﹤0.01% |
562
-206
| -27% | -$6.28K |
|
1035
OneMain Financial
OMF
$6.9B
| $16.5K | ﹤0.01% |
244
+15
| +7% | +$912 |
|
1036
Qualys
QLYS
$4.84B
| $16.2K | ﹤0.01% |
122
+5
| +4% | +$688 |
|
1037
Franklin Resources
BEN
$16.9B
| $16.1K | ﹤0.01% |
673
-65
| -9% | -$1.49K |
|
1038
Global Payments
GPN
$22.1B
| $16K | ﹤0.01% |
207
+20
| +11% | +$1.61K |
|
1039
Louisiana-Pacific
LPX
$5.2B
| $16K | ﹤0.01% |
198
+1
| +0.5% | +$84 |
|
1040
Bio-Techne
TECH
$11.2B
| $15.9K | ﹤0.01% |
271
-14
| -5% | -$851 |
|
1041
Hess Midstream
HESM
$5.22B
| $15.6K | ﹤0.01% |
453
-41
| -8% | -$1.38K |
|
1042
Qiagen
QGEN
$8.53B
| $15.5K | ﹤0.01% |
339
+5
| +1% | +$231 |
|
1043
RPM International
RPM
$13.7B
| $15.3K | ﹤0.01% |
147
+8
| +6% | +$866 |
|
1044
ZTO Express
ZTO
$18.2B
| $15.1K | ﹤0.01% |
721
-2,974
| -80% | -$58.9K |
|
1045
Solventum
SOLV
$13.5B
| $15.1K | ﹤0.01% |
190
| – | – |
|
1046
Charter Communications
CHTR
$14.7B
| $15K | ﹤0.01% |
72
-67
| -48% | -$15.1K |
|
1047
Banco Bradesco
BBD
$38.1B
| $15K | ﹤0.01% |
4,512
| – | – |
|
1048
Insmed
INSM
$23.2B
| $15K | ﹤0.01% |
86
+56
| +187% | +$10.2K |
|
1049
Casella Waste Systems
CWST
$5.69B
| $14.9K | ﹤0.01% |
152
-1
| -0.7% | -$93 |
|
|
HIMX
1050
Himax Technologies
HIMX
$2.2B
| $14.9K | ﹤0.01% |
1,814
-21
| -1% | -$178 |
|
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TD Private Client Wealth's Q4 2025 Portfolio in Review
As of Q4 2025, TD Private Client Wealth held 1,734 positions worth $4.69B, up 5.7% from $4.44B the previous quarter. Its ten largest holdings account for 39% of the portfolio.
TD Private Client Wealth deployed $196M of net new capital in Q4 2025, opening 200 new positions and adding to 603 existing holdings. Its largest new stake was IQ MacKay Municipal Intermediate ETF: 24,459 shares worth $595K.
By sector, the portfolio is most concentrated in Technology at 6.7% of assets, down from 7% 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 $9.25M trimmed.
- TD Private Client Wealth's largest Q4 2025 buy was IQ MacKay Municipal Intermediate ETF: 24,459 shares worth $595K.
- TD Private Client Wealth added most to State Street SPDR Portfolio S&P 500 ETF in Q4 2025, an estimated $28.8M increase.
- TD Private Client Wealth's biggest Q4 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $9.25M.
- TD Private Client Wealth fully exited SK Telecom in Q4 2025, selling an estimated $316K.
- TD Private Client Wealth's ten largest holdings make up 39% of its $4.69B portfolio in Q4 2025.
- TD Private Client Wealth opened 200 new positions and closed 102 in Q4 2025.
- TD Private Client Wealth's portfolio value rose 5.7% quarter-over-quarter to $4.69B.
Based on TD Private Client Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.