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
$4.44B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,574
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$19M
3
+$18M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$17.7M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$15.5M

Top Sells

1
+$15M
2
+$5.64M
3
+$4.64M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$4.25M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.15M

Sector Composition

1 Technology 7.03%
2 Financials 4.53%
3 Healthcare 3.19%
4 Industrials 2.86%
5 Communication Services 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZG icon
1176
Zillow
ZG
$17.9B
$3.72K ﹤0.01%
50
TAK icon
1177
Takeda Pharmaceutical
TAK
$45.2B
$3.7K ﹤0.01%
253
LMAT icon
1178
LeMaitre Vascular
LMAT
$1.93B
$3.67K ﹤0.01%
42
CGNX icon
1179
Cognex
CGNX
$6.32B
$3.67K ﹤0.01%
81
USPH icon
1180
US Physical Therapy
USPH
$1.15B
$3.65K ﹤0.01%
43
KLIC icon
1181
Kulicke & Soffa
KLIC
$2.46B
$3.62K ﹤0.01%
89
ST icon
1182
Sensata Technologies
ST
$4.79B
$3.6K ﹤0.01%
118
BURL icon
1183
Burlington
BURL
$15.7B
$3.56K ﹤0.01%
14
+2
AAL icon
1184
American Airlines Group
AAL
$9.61B
$3.51K ﹤0.01%
+312
EQH icon
1185
Equitable Holdings
EQH
$13.1B
$3.5K ﹤0.01%
69
-18
BAH icon
1186
Booz Allen Hamilton
BAH
$10B
$3.5K ﹤0.01%
35
+5
VMI icon
1187
Valmont Industries
VMI
$8.16B
$3.49K ﹤0.01%
9
AMTM
1188
Amentum Holdings
AMTM
$6.96B
$3.47K ﹤0.01%
145
-21
FSV icon
1189
FirstService
FSV
$7.06B
$3.43K ﹤0.01%
18
SMA
1190
SmartStop Self Storage REIT
SMA
$1.83B
$3.42K ﹤0.01%
+91
PHG icon
1191
Philips
PHG
$26.7B
$3.41K ﹤0.01%
125
-197
KMPR icon
1192
Kemper
KMPR
$2.3B
$3.4K ﹤0.01%
66
NYT icon
1193
New York Times
NYT
$10.4B
$3.33K ﹤0.01%
58
PB icon
1194
Prosperity Bancshares
PB
$6.65B
$3.25K ﹤0.01%
49
CLS icon
1195
Celestica
CLS
$35.5B
$3.2K ﹤0.01%
+13
LOAR icon
1196
Loar Holdings
LOAR
$6.39B
$3.12K ﹤0.01%
39
VYM icon
1197
Vanguard High Dividend Yield ETF
VYM
$68.1B
$3.1K ﹤0.01%
22
+11
VOD icon
1198
Vodafone
VOD
$29.9B
$3.1K ﹤0.01%
267
-36
IWV icon
1199
iShares Russell 3000 ETF
IWV
$18.3B
$3.03K ﹤0.01%
8
-1,662
MORN icon
1200
Morningstar
MORN
$8.96B
$3.02K ﹤0.01%
13
46 47
48
49 50