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
HRL icon
1226
Hormel Foods
HRL
$12.8B
$2.38K ﹤0.01%
96
+4
EWG icon
1227
iShares MSCI Germany ETF
EWG
$1.76B
$2.37K ﹤0.01%
57
XLC icon
1228
State Street Communication Services Select Sector SPDR ETF
XLC
$26.2B
$2.37K ﹤0.01%
20
CMBT
1229
CMB.TECH NV
CMBT
$3.21B
$2.35K ﹤0.01%
250
TEM
1230
Tempus AI
TEM
$13.3B
$2.34K ﹤0.01%
29
+9
DY icon
1231
Dycom Industries
DY
$10.2B
$2.33K ﹤0.01%
8
LSTR icon
1232
Landstar System
LSTR
$4.77B
$2.33K ﹤0.01%
19
LBTYK icon
1233
Liberty Global Class C
LBTYK
$3.77B
$2.3K ﹤0.01%
196
NWSA icon
1234
News Corp Class A
NWSA
$14.3B
$2.27K ﹤0.01%
74
DAY icon
1235
Dayforce
DAY
$11.1B
$2.27K ﹤0.01%
33
-2
BUD icon
1236
AB InBev
BUD
$120B
$2.27K ﹤0.01%
38
-1
UHS icon
1237
Universal Health Services
UHS
$14.4B
$2.25K ﹤0.01%
11
-3
VIOO icon
1238
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.09B
$2.21K ﹤0.01%
20
+10
NTLA icon
1239
Intellia Therapeutics
NTLA
$1.05B
$2.18K ﹤0.01%
126
+42
ARCC icon
1240
Ares Capital
ARCC
$14.9B
$2.14K ﹤0.01%
105
APLS icon
1241
Apellis Pharmaceuticals
APLS
$2.69B
$2.13K ﹤0.01%
94
-8
SONO icon
1242
Sonos
SONO
$2.29B
$2.1K ﹤0.01%
133
+56
NU icon
1243
Nu Holdings
NU
$84.5B
$2.1K ﹤0.01%
131
LBTYA icon
1244
Liberty Global Class A
LBTYA
$3.8B
$2.06K ﹤0.01%
180
ADT icon
1245
ADT
ADT
$6.67B
$2.06K ﹤0.01%
236
PYLD icon
1246
PIMCO Multi Sector Bond Active ETF
PYLD
$9.55B
$2.01K ﹤0.01%
75
-10
AS icon
1247
Amer Sports
AS
$20.5B
$1.95K ﹤0.01%
56
ORI icon
1248
Old Republic International
ORI
$10.9B
$1.91K ﹤0.01%
45
M icon
1249
Macy's
M
$5.95B
$1.9K ﹤0.01%
106
JBTM
1250
JBT Marel
JBTM
$7.43B
$1.83K ﹤0.01%
13
48 49
50
51 52