TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.07B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,537
New
Increased
Reduced
Closed

Top Sells

1 +$9.58M
2 +$3.42M
3 +$3.09M
4
DFS
Discover Financial Services
DFS
+$3.07M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.85M

Sector Composition

1 Technology 7.24%
2 Financials 5.01%
3 Healthcare 3.29%
4 Industrials 3.06%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MRP
1126
Millrose Properties Inc
MRP
$5.15B
$4.48K ﹤0.01%
157
-219
NVT icon
1127
nVent Electric
NVT
$18.2B
$4.39K ﹤0.01%
60
-14
MSA icon
1128
Mine Safety
MSA
$7.23B
$4.36K ﹤0.01%
26
EWJ icon
1129
iShares MSCI Japan ETF
EWJ
$16.8B
$4.35K ﹤0.01%
58
LFUS icon
1130
Littelfuse
LFUS
$7.4B
$4.31K ﹤0.01%
19
+9
KMPR icon
1131
Kemper
KMPR
$2.25B
$4.26K ﹤0.01%
66
AUDC icon
1132
AudioCodes
AUDC
$240M
$4.24K ﹤0.01%
431
+29
MORN icon
1133
Morningstar
MORN
$8.8B
$4.08K ﹤0.01%
13
-1
FRPT icon
1134
Freshpet
FRPT
$3.14B
$4.08K ﹤0.01%
60
+5
GFL icon
1135
GFL Environmental
GFL
$14.8B
$4.03K ﹤0.01%
80
-17
CNXC icon
1136
Concentrix
CNXC
$2.66B
$4.02K ﹤0.01%
76
ROAD icon
1137
Construction Partners
ROAD
$6.47B
$3.93K ﹤0.01%
37
-26
HOMB icon
1138
Home BancShares
HOMB
$5.68B
$3.93K ﹤0.01%
138
-29
AMTM
1139
Amentum Holdings
AMTM
$8.48B
$3.92K ﹤0.01%
166
-15
TAK icon
1140
Takeda Pharmaceutical
TAK
$51.1B
$3.91K ﹤0.01%
253
-64
CIVI icon
1141
Civitas Resources
CIVI
$2.25B
$3.91K ﹤0.01%
142
-30
NWS icon
1142
News Corp Class B
NWS
$16.9B
$3.88K ﹤0.01%
113
-130
PFGC icon
1143
Performance Food Group
PFGC
$15.3B
$3.85K ﹤0.01%
44
+9
BAM icon
1144
Brookfield Asset Management
BAM
$85.1B
$3.76K ﹤0.01%
+68
POWI icon
1145
Power Integrations
POWI
$2.4B
$3.69K ﹤0.01%
66
+15
TNL icon
1146
Travel + Leisure Co
TNL
$4.66B
$3.61K ﹤0.01%
70
-13
TRI icon
1147
Thomson Reuters
TRI
$55.2B
$3.61K ﹤0.01%
+18
BA.PRA
1148
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$8.97B
$3.6K ﹤0.01%
53
+11
DB icon
1149
Deutsche Bank
DB
$74.3B
$3.57K ﹤0.01%
122
+9
ST icon
1150
Sensata Technologies
ST
$5.11B
$3.55K ﹤0.01%
118
-97