TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.82B
1-Year Est. Return 15.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.82B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,756
New
Increased
Reduced
Closed

Top Buys

1 +$24.4M
2 +$24.1M
3 +$20M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$16.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$16.1M

Top Sells

1 +$14.2M
2 +$6.63M
3 +$6.4M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.27M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.05M

Sector Composition

1 Technology 5.99%
2 Financials 3.62%
3 Healthcare 2.76%
4 Industrials 2.63%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PRM icon
1076
Perimeter Solutions
PRM
$5.03B
$12.1K ﹤0.01%
494
-1,484
TRU icon
1077
TransUnion
TRU
$13.7B
$11.9K ﹤0.01%
172
-59
ALK icon
1078
Alaska Air
ALK
$4.79B
$11.7K ﹤0.01%
317
+42
BE icon
1079
Bloom Energy
BE
$78.8B
$11.7K ﹤0.01%
86
+80
SOLV icon
1080
Solventum
SOLV
$14.4B
$11.6K ﹤0.01%
178
-12
WYNN icon
1081
Wynn Resorts
WYNN
$10.8B
$11.6K ﹤0.01%
114
+15
CACC icon
1082
Credit Acceptance
CACC
$5.69B
$11.4K ﹤0.01%
27
-18
PUK icon
1083
Prudential
PUK
$32.8B
$11.4K ﹤0.01%
401
+274
WCN
1084
Waste Connections
WCN
$39.7B
$11.3K ﹤0.01%
70
-337
RPM icon
1085
RPM International
RPM
$13.5B
$11.2K ﹤0.01%
113
-34
SLM icon
1086
SLM Corp
SLM
$4.17B
$11.2K ﹤0.01%
524
+80
HALO icon
1087
Halozyme
HALO
$8.52B
$11.2K ﹤0.01%
173
+119
SLGN icon
1088
Silgan Holdings
SLGN
$3.87B
$11.1K ﹤0.01%
285
+28
LVS icon
1089
Las Vegas Sands
LVS
$33.6B
$11K ﹤0.01%
204
+10
ZBH icon
1090
Zimmer Biomet
ZBH
$17.1B
$10.9K ﹤0.01%
121
-1,031
OGE icon
1091
OGE Energy
OGE
$9.76B
$10.8K ﹤0.01%
226
MOH icon
1092
Molina Healthcare
MOH
$10.2B
$10.8K ﹤0.01%
81
+25
LOGI icon
1093
Logitech
LOGI
$16.6B
$10.7K ﹤0.01%
117
+91
EIG icon
1094
Employers Holdings
EIG
$825M
$10.6K ﹤0.01%
258
+6
TAP icon
1095
Molson Coors Class B
TAP
$7.31B
$10.5K ﹤0.01%
244
+40
INCY icon
1096
Incyte
INCY
$20.5B
$10.4K ﹤0.01%
111
-1
PCY icon
1097
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$10.4K ﹤0.01%
498
+135
QLYS icon
1098
Qualys
QLYS
$3.89B
$10.1K ﹤0.01%
115
-7
PTCT icon
1099
PTC Therapeutics
PTCT
$5.86B
$10.1K ﹤0.01%
148
CPNG icon
1100
Coupang
CPNG
$29.2B
$9.82K ﹤0.01%
520
-218