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
CNA icon
1176
CNA Financial
CNA
$12.6B
$2.98K ﹤0.01%
+64
RVMD icon
1177
Revolution Medicines
RVMD
$23.3B
$2.94K ﹤0.01%
+80
VMI icon
1178
Valmont Industries
VMI
$8.74B
$2.94K ﹤0.01%
9
-5
TECH icon
1179
Bio-Techne
TECH
$10.7B
$2.93K ﹤0.01%
57
-256
KNSL icon
1180
Kinsale Capital Group
KNSL
$9.28B
$2.9K ﹤0.01%
6
-3
BURL icon
1181
Burlington
BURL
$19.3B
$2.79K ﹤0.01%
12
-15
RHI icon
1182
Robert Half
RHI
$2.87B
$2.79K ﹤0.01%
68
-35
KRG icon
1183
Kite Realty
KRG
$5.12B
$2.79K ﹤0.01%
123
HRL icon
1184
Hormel Foods
HRL
$13.3B
$2.78K ﹤0.01%
92
+27
RIVN icon
1185
Rivian
RIVN
$20.4B
$2.73K ﹤0.01%
199
HALO icon
1186
Halozyme
HALO
$8.37B
$2.71K ﹤0.01%
52
-24
BUD icon
1187
AB InBev
BUD
$133B
$2.68K ﹤0.01%
39
-27
PARA
1188
DELISTED
Paramount Global Class B
PARA
$2.66K ﹤0.01%
206
-184
LSTR icon
1189
Landstar System
LSTR
$5.27B
$2.64K ﹤0.01%
19
-834
SFM icon
1190
Sprouts Farmers Market
SFM
$7.65B
$2.63K ﹤0.01%
16
-7
SNDK
1191
Sandisk
SNDK
$60.6B
$2.63K ﹤0.01%
58
-74
HXL icon
1192
Hexcel
HXL
$6.57B
$2.6K ﹤0.01%
46
-49
UFPI icon
1193
UFP Industries
UFPI
$6.29B
$2.58K ﹤0.01%
26
-5
CGNX icon
1194
Cognex
CGNX
$6.86B
$2.57K ﹤0.01%
81
-19
PRGO icon
1195
Perrigo
PRGO
$2.07B
$2.56K ﹤0.01%
96
RKLB icon
1196
Rocket Lab Corp
RKLB
$51.4B
$2.54K ﹤0.01%
71
+70
UHS icon
1197
Universal Health Services
UHS
$12.5B
$2.54K ﹤0.01%
14
+3
INCY icon
1198
Incyte
INCY
$20.9B
$2.52K ﹤0.01%
37
-34
ZLAB icon
1199
Zai Lab
ZLAB
$2.06B
$2.52K ﹤0.01%
+72
ELF icon
1200
e.l.f. Beauty
ELF
$5.37B
$2.49K ﹤0.01%
+20
46 47
48
49 50