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 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
EPR.PRC icon
1251
EPR Properties 5.75% Series C Preferred Shares
EPR.PRC
$127M
$1.81K ﹤0.01%
71
WMS icon
1252
Advanced Drainage Systems
WMS
$11.8B
$1.8K ﹤0.01%
13
+7
NOG icon
1253
Northern Oil and Gas
NOG
$2.33B
$1.79K ﹤0.01%
72
KNF icon
1254
Knife River
KNF
$4.33B
$1.77K ﹤0.01%
+23
SRDX
1255
DELISTED
Surmodics
SRDX
$1.76K ﹤0.01%
59
U icon
1256
Unity
U
$19.1B
$1.76K ﹤0.01%
44
+14
IRDM icon
1257
Iridium Communications
IRDM
$1.79B
$1.75K ﹤0.01%
+100
DLN icon
1258
WisdomTree US LargeCap Dividend Fund
DLN
$5.56B
$1.74K ﹤0.01%
20
+10
TXG icon
1259
10x Genomics
TXG
$2.26B
$1.73K ﹤0.01%
+148
RPRX icon
1260
Royalty Pharma
RPRX
$16.9B
$1.73K ﹤0.01%
49
+12
BLBD icon
1261
Blue Bird Corp
BLBD
$1.62B
$1.73K ﹤0.01%
30
KWR icon
1262
Quaker Houghton
KWR
$2.36B
$1.71K ﹤0.01%
13
-3
DOMO icon
1263
Domo
DOMO
$483M
$1.71K ﹤0.01%
108
RXRX icon
1264
Recursion Pharmaceuticals
RXRX
$2.43B
$1.71K ﹤0.01%
350
+224
OMAB icon
1265
Grupo Aeroportuario Centro Norte
OMAB
$5.05B
$1.66K ﹤0.01%
16
TOL icon
1266
Toll Brothers
TOL
$13.8B
$1.66K ﹤0.01%
12
+4
AI icon
1267
C3.ai
AI
$2.07B
$1.65K ﹤0.01%
95
+62
VFC icon
1268
VF Corp
VFC
$7.29B
$1.65K ﹤0.01%
114
-14
STAA icon
1269
STAAR Surgical
STAA
$1.3B
$1.64K ﹤0.01%
+61
ANF icon
1270
Abercrombie & Fitch
ANF
$4.57B
$1.63K ﹤0.01%
+19
DUOL icon
1271
Duolingo
DUOL
$8.57B
$1.61K ﹤0.01%
5
+2
PNFP icon
1272
Pinnacle Financial Partners
PNFP
$7.3B
$1.59K ﹤0.01%
17
+7
BMI icon
1273
Badger Meter
BMI
$5.25B
$1.58K ﹤0.01%
9
CPRI icon
1274
Capri Holdings
CPRI
$3.26B
$1.55K ﹤0.01%
78
ALB.PRA icon
1275
Albemarle Corp Depositary Shares
ALB.PRA
$2.46B
$1.55K ﹤0.01%
41
+5