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
RDY icon
1126
Dr. Reddy's Laboratories
RDY
$11.1B
$8.38K ﹤0.01%
605
AFRM icon
1127
Affirm
AFRM
$21.8B
$8.29K ﹤0.01%
181
+76
TBLL icon
1128
Invesco Short Term Treasury ETF
TBLL
$2.52B
$8.23K ﹤0.01%
+78
AGX icon
1129
Argan
AGX
$10.5B
$8.17K ﹤0.01%
15
-5
KRC icon
1130
Kilroy Realty
KRC
$4.27B
$7.9K ﹤0.01%
280
+9
AXS icon
1131
AXIS Capital
AXS
$7.15B
$7.81K ﹤0.01%
77
FHN icon
1132
First Horizon
FHN
$11.6B
$7.67K ﹤0.01%
337
+328
INVH icon
1133
Invitation Homes
INVH
$17.8B
$7.65K ﹤0.01%
308
+194
LLYVK icon
1134
Liberty Live Group Series C
LLYVK
$8.34B
$7.62K ﹤0.01%
81
-15
SJM icon
1135
J.M. Smucker
SJM
$10.9B
$7.62K ﹤0.01%
79
+2
CAG icon
1136
Conagra Brands
CAG
$6.12B
$7.58K ﹤0.01%
482
+143
EPAM icon
1137
EPAM Systems
EPAM
$5.14B
$7.45K ﹤0.01%
55
-5
SCHI icon
1138
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.3B
$7.44K ﹤0.01%
328
FRT icon
1139
Federal Realty Investment Trust
FRT
$10.6B
$7.43K ﹤0.01%
70
PAG icon
1140
Penske Automotive Group
PAG
$11.3B
$7.33K ﹤0.01%
49
PSO icon
1141
Pearson
PSO
$9.35B
$7.31K ﹤0.01%
557
+449
APPF icon
1142
AppFolio
APPF
$5.78B
$7.1K ﹤0.01%
45
-143
WDS icon
1143
Woodside Energy
WDS
$41.3B
$7.07K ﹤0.01%
296
+171
FMS icon
1144
Fresenius Medical Care
FMS
$11.8B
$6.97K ﹤0.01%
309
+272
WHR icon
1145
Whirlpool
WHR
$2.57B
$6.85K ﹤0.01%
127
+55
SKT icon
1146
Tanger
SKT
$4.23B
$6.8K ﹤0.01%
200
LEN.B icon
1147
Lennar Class B
LEN.B
$22B
$6.73K ﹤0.01%
80
NYT icon
1148
New York Times
NYT
$12.3B
$6.7K ﹤0.01%
80
+12
NTRA icon
1149
Natera
NTRA
$31.4B
$6.6K ﹤0.01%
33
-45
PAYC icon
1150
Paycom
PAYC
$6.4B
$6.56K ﹤0.01%
54
+42
44 45
46
47 48