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 Buys

1
+$43M
2
+$21M
3
+$12.9M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$11.8M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$10.1M

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
YOU icon
1151
Clear Secure
YOU
$3.41B
$3.55K ﹤0.01%
128
+73
LMAT icon
1152
LeMaitre Vascular
LMAT
$2B
$3.49K ﹤0.01%
42
-3
SXI icon
1153
Standex International
SXI
$3.03B
$3.44K ﹤0.01%
22
-308
PB icon
1154
Prosperity Bancshares
PB
$7.06B
$3.44K ﹤0.01%
49
-20
ZG icon
1155
Zillow
ZG
$16.4B
$3.42K ﹤0.01%
50
WING icon
1156
Wingstop
WING
$7.68B
$3.37K ﹤0.01%
10
-10
CPK icon
1157
Chesapeake Utilities
CPK
$2.95B
$3.37K ﹤0.01%
28
-14
USPH icon
1158
US Physical Therapy
USPH
$1.31B
$3.36K ﹤0.01%
43
+14
PSMT icon
1159
Pricesmart
PSMT
$4.34B
$3.36K ﹤0.01%
32
-8
LOAR icon
1160
Loar Holdings
LOAR
$7.01B
$3.36K ﹤0.01%
39
-3
LNC icon
1161
Lincoln National
LNC
$7.77B
$3.36K ﹤0.01%
97
DDS icon
1162
Dillards
DDS
$10.4B
$3.34K ﹤0.01%
8
+4
FND icon
1163
Floor & Decor
FND
$8.2B
$3.34K ﹤0.01%
44
-2
CNS icon
1164
Cohen & Steers
CNS
$3.59B
$3.31K ﹤0.01%
44
-5
NYT icon
1165
New York Times
NYT
$11.6B
$3.25K ﹤0.01%
58
+10
VOD icon
1166
Vodafone
VOD
$31.6B
$3.23K ﹤0.01%
303
+169
FSV icon
1167
FirstService
FSV
$7.42B
$3.14K ﹤0.01%
+18
BAH icon
1168
Booz Allen Hamilton
BAH
$11.8B
$3.12K ﹤0.01%
30
-61
PEN icon
1169
Penumbra
PEN
$13.8B
$3.08K ﹤0.01%
12
-9
KLIC icon
1170
Kulicke & Soffa
KLIC
$3.01B
$3.08K ﹤0.01%
89
+3
SWK icon
1171
Stanley Black & Decker
SWK
$13.1B
$3.05K ﹤0.01%
45
-383
INSM icon
1172
Insmed
INSM
$34.4B
$3.02K ﹤0.01%
30
+5
ASH icon
1173
Ashland
ASH
$2.88B
$3.02K ﹤0.01%
60
-146
ETSY icon
1174
Etsy
ETSY
$6.1B
$3.01K ﹤0.01%
60
+21
PHIN icon
1175
Phinia Inc
PHIN
$2.67B
$2.98K ﹤0.01%
67
45 46
47
48 49