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
CGNX icon
1201
Cognex
CGNX
$10.9B
$3.97K ﹤0.01%
81
B
1202
Barrick Mining
B
$72.4B
$3.95K ﹤0.01%
97
+28
GFL icon
1203
GFL Environmental
GFL
$12.8B
$3.91K ﹤0.01%
94
+5
FSV icon
1204
FirstService
FSV
$6.45B
$3.89K ﹤0.01%
28
+6
MORN icon
1205
Morningstar
MORN
$7B
$3.89K ﹤0.01%
23
+9
GLOB icon
1206
Globant
GLOB
$1.7B
$3.87K ﹤0.01%
84
+50
AMTM
1207
Amentum Holdings
AMTM
$5.69B
$3.73K ﹤0.01%
143
-1
AAON icon
1208
Aaon
AAON
$11.8B
$3.72K ﹤0.01%
45
-4
PRDO icon
1209
Perdoceo Education
PRDO
$2.15B
$3.68K ﹤0.01%
99
+18
BKE icon
1210
Buckle
BKE
$2.23B
$3.68K ﹤0.01%
73
+9
SKWD icon
1211
Skyward Specialty Insurance
SKWD
$1.78B
$3.58K ﹤0.01%
82
-45
SFBS
1212
ServisFirst Bancshares
SFBS
$4.23B
$3.57K ﹤0.01%
+49
SXI icon
1213
Standex International
SXI
$3.6B
$3.57K ﹤0.01%
14
ADC icon
1214
Agree Realty
ADC
$8.58B
$3.54K ﹤0.01%
47
+20
FRPT icon
1215
Freshpet
FRPT
$2.44B
$3.54K ﹤0.01%
60
AUDC icon
1216
AudioCodes
AUDC
$256M
$3.46K ﹤0.01%
412
-2
LNC icon
1217
Lincoln National
LNC
$6.5B
$3.44K ﹤0.01%
97
KRG icon
1218
Kite Realty
KRG
$5.51B
$3.41K ﹤0.01%
139
+5
YOU icon
1219
Clear Secure
YOU
$5.58B
$3.39K ﹤0.01%
70
-58
AZZ icon
1220
AZZ Inc
AZZ
$4.14B
$3.38K ﹤0.01%
27
POWI icon
1221
Power Integrations
POWI
$4.81B
$3.38K ﹤0.01%
66
RPRX icon
1222
Royalty Pharma
RPRX
$24.5B
$3.31K ﹤0.01%
69
+5
PB icon
1223
Prosperity Bancshares
PB
$6.93B
$3.29K ﹤0.01%
49
SBRA icon
1224
Sabra Healthcare REIT
SBRA
$4.46B
$3.29K ﹤0.01%
171
+21
RIVN icon
1225
Rivian
RIVN
$24.7B
$3.25K ﹤0.01%
216
-28