TD Private Client Wealth Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$115M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
+$87.6M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$75M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$42.1M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$37.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$117M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$28.7M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$14.8M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$12.6M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$7.95M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.31% |
| 2 | Financials | 5.16% |
| 3 | Healthcare | 4.85% |
| 4 | Industrials | 3.8% |
| 5 | Consumer Discretionary | 2.67% |
Similar funds
TD Private Client Wealth's Q4 2023 Portfolio in Review
As of Q4 2023, TD Private Client Wealth held 1,254 positions worth $2.77B, up 20% from $2.31B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
TD Private Client Wealth deployed $230M of net new capital in Q4 2023, opening 42 new positions and adding to 393 existing holdings. Its largest new stake was Vanguard Emerging Markets Government Bond ETF: 118,328 shares worth $7.54M.
By sector, the portfolio is most concentrated in Technology at 8.3% of assets, down from 8.7% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was iShares 7-10 Year Treasury Bond ETF, an estimated $117M trimmed.
- TD Private Client Wealth's largest Q4 2023 buy was Vanguard Emerging Markets Government Bond ETF: 118,328 shares worth $7.54M.
- TD Private Client Wealth added most to State Street SPDR Portfolio S&P 500 ETF in Q4 2023, an estimated $115M increase.
- TD Private Client Wealth's biggest Q4 2023 reduction was iShares 7-10 Year Treasury Bond ETF, cutting an estimated $117M.
- TD Private Client Wealth fully exited Ciena in Q4 2023, selling an estimated $143K.
- TD Private Client Wealth's ten largest holdings make up 32% of its $2.77B portfolio in Q4 2023.
- TD Private Client Wealth opened 42 new positions and closed 37 in Q4 2023.
- TD Private Client Wealth's portfolio value rose 20% quarter-over-quarter to $2.77B.
Based on TD Private Client Wealth's 13F filing for Q4 2023, filed 16 Aug 2024.