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 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
EXR icon
1076
Extra Space Storage
EXR
$31B
$11.7K ﹤0.01%
90
-16
MDU icon
1077
MDU Resources
MDU
$4.29B
$11.7K ﹤0.01%
599
PTCT icon
1078
PTC Therapeutics
PTCT
$5.2B
$11.2K ﹤0.01%
148
-204
INCY icon
1079
Incyte
INCY
$19.1B
$11.1K ﹤0.01%
112
+59
BABA icon
1080
Alibaba
BABA
$312B
$11K ﹤0.01%
75
-15
EIG icon
1081
Employers Holdings
EIG
$786M
$10.9K ﹤0.01%
252
-118
COKE icon
1082
Coca-Cola Consolidated
COKE
$13.6B
$10.7K ﹤0.01%
70
COHR icon
1083
Coherent
COHR
$44.2B
$10.7K ﹤0.01%
58
-30
WSM icon
1084
Williams-Sonoma
WSM
$22.3B
$10.5K ﹤0.01%
59
-3
AS icon
1085
Amer Sports
AS
$18.8B
$10.4K ﹤0.01%
279
+223
SLGN icon
1086
Silgan Holdings
SLGN
$4.69B
$10.4K ﹤0.01%
257
-7
CIEN icon
1087
Ciena
CIEN
$41.6B
$10.3K ﹤0.01%
44
+39
AU icon
1088
AngloGold Ashanti
AU
$53.8B
$10.1K ﹤0.01%
+119
BHP icon
1089
BHP
BHP
$182B
$10.1K ﹤0.01%
168
-2,031
KRC icon
1090
Kilroy Realty
KRC
$3.53B
$10.1K ﹤0.01%
+271
OHI icon
1091
Omega Healthcare
OHI
$14.1B
$10.1K ﹤0.01%
228
+162
ESS icon
1092
Essex Property Trust
ESS
$16.4B
$9.94K ﹤0.01%
38
+2
RBC icon
1093
RBC Bearings
RBC
$17.5B
$9.87K ﹤0.01%
22
ZROZ icon
1094
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.47B
$9.77K ﹤0.01%
152
MOH icon
1095
Molina Healthcare
MOH
$7.44B
$9.72K ﹤0.01%
56
+13
ACHR icon
1096
Archer Aviation
ACHR
$4.6B
$9.72K ﹤0.01%
1,292
-215
OGE icon
1097
OGE Energy
OGE
$9.94B
$9.65K ﹤0.01%
226
SMFG icon
1098
Sumitomo Mitsui Financial
SMFG
$128B
$9.57K ﹤0.01%
495
-3,046
TAP icon
1099
Molson Coors Class B
TAP
$8.76B
$9.52K ﹤0.01%
204
-48
DOX icon
1100
Amdocs
DOX
$7.5B
$9.5K ﹤0.01%
118
-12