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
PHIN icon
1176
Phinia Inc
PHIN
$3.03B
$4.86K ﹤0.01%
71
+4
JAAA icon
1177
Janus Henderson AAA CLO ETF
JAAA
$27.3B
$4.84K ﹤0.01%
96
PSMT icon
1178
Pricesmart
PSMT
$5.36B
$4.82K ﹤0.01%
32
DKS icon
1179
Dick's Sporting Goods
DKS
$19.6B
$4.76K ﹤0.01%
24
-4
LFUS icon
1180
Littelfuse
LFUS
$12.2B
$4.75K ﹤0.01%
14
-5
RYN icon
1181
Rayonier
RYN
$6.29B
$4.68K ﹤0.01%
+227
LMAT icon
1182
LeMaitre Vascular
LMAT
$2.15B
$4.58K ﹤0.01%
42
DDS icon
1183
Dillards
DDS
$9.73B
$4.58K ﹤0.01%
8
BRKR icon
1184
Bruker
BRKR
$9.21B
$4.51K ﹤0.01%
125
-58
NU icon
1185
Nu Holdings
NU
$58.6B
$4.44K ﹤0.01%
309
+119
UTL icon
1186
Unitil
UTL
$886M
$4.44K ﹤0.01%
+85
ALC icon
1187
Alcon
ALC
$32.1B
$4.37K ﹤0.01%
58
-1,363
HOMB icon
1188
Home BancShares
HOMB
$5.39B
$4.36K ﹤0.01%
162
+15
TNL icon
1189
Travel + Leisure Co
TNL
$4.38B
$4.29K ﹤0.01%
62
-65
MSA icon
1190
Mine Safety
MSA
$6.29B
$4.26K ﹤0.01%
26
RHP icon
1191
Ryman Hospitality Properties
RHP
$7.37B
$4.24K ﹤0.01%
46
KLIC icon
1192
Kulicke & Soffa
KLIC
$5.66B
$4.14K ﹤0.01%
63
-26
Z icon
1193
Zillow
Z
$8.24B
$4.14K ﹤0.01%
100
-383
HXL icon
1194
Hexcel
HXL
$6.83B
$4.13K ﹤0.01%
51
VFC icon
1195
VF Corp
VFC
$6.43B
$4.11K ﹤0.01%
242
+128
NWS icon
1196
News Corp Class B
NWS
$16.7B
$4.11K ﹤0.01%
144
+10
LOPE icon
1197
Grand Canyon Education
LOPE
$4.06B
$4.08K ﹤0.01%
24
ALLY icon
1198
Ally Financial
ALLY
$13.1B
$4.04K ﹤0.01%
103
-9
MFA
1199
MFA Financial
MFA
$947M
$4K ﹤0.01%
+418
VMI icon
1200
Valmont Industries
VMI
$10.6B
$4K ﹤0.01%
10
-4