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
SMMT icon
1251
Summit Therapeutics
SMMT
$12.7B
$1.57K ﹤0.01%
+74
JBTM
1252
JBT Marel
JBTM
$8.26B
$1.56K ﹤0.01%
+13
XPO icon
1253
XPO
XPO
$17.7B
$1.51K ﹤0.01%
12
DOMO icon
1254
Domo
DOMO
$257M
$1.51K ﹤0.01%
108
VFC icon
1255
VF Corp
VFC
$7.35B
$1.5K ﹤0.01%
+128
SLVM icon
1256
Sylvamo
SLVM
$2.01B
$1.5K ﹤0.01%
30
CUK icon
1257
Carnival PLC
CUK
$37.7B
$1.48K ﹤0.01%
58
+31
INVH icon
1258
Invitation Homes
INVH
$17B
$1.48K ﹤0.01%
+45
VYM icon
1259
Vanguard High Dividend Yield ETF
VYM
$71.5B
$1.47K ﹤0.01%
+11
FPI
1260
Farmland Partners
FPI
$461M
$1.44K ﹤0.01%
125
INSP icon
1261
Inspire Medical Systems
INSP
$2.68B
$1.43K ﹤0.01%
11
+6
APPF icon
1262
AppFolio
APPF
$7.83B
$1.38K ﹤0.01%
+6
CPRI icon
1263
Capri Holdings
CPRI
$2.96B
$1.38K ﹤0.01%
78
-17
PAC icon
1264
Grupo Aeroportuario del Pacifico
PAC
$13.3B
$1.38K ﹤0.01%
6
BIRK icon
1265
Birkenstock
BIRK
$7.07B
$1.38K ﹤0.01%
28
APO.PRA icon
1266
Apollo Global Management Series A
APO.PRA
$2.13B
$1.35K ﹤0.01%
18
+9
FMC icon
1267
FMC
FMC
$1.92B
$1.34K ﹤0.01%
32
-48
RPRX icon
1268
Royalty Pharma
RPRX
$16.9B
$1.33K ﹤0.01%
37
SCHV icon
1269
Schwab US Large-Cap Value ETF
SCHV
$14.9B
$1.33K ﹤0.01%
+48
CERT icon
1270
Certara
CERT
$1.51B
$1.32K ﹤0.01%
113
-101
DSGX icon
1271
Descartes Systems
DSGX
$7.56B
$1.32K ﹤0.01%
13
-25
BLBD icon
1272
Blue Bird Corp
BLBD
$1.55B
$1.29K ﹤0.01%
+30
ALLY icon
1273
Ally Financial
ALLY
$13.4B
$1.28K ﹤0.01%
33
TEM
1274
Tempus AI
TEM
$12.5B
$1.27K ﹤0.01%
+20
M icon
1275
Macy's
M
$5.78B
$1.24K ﹤0.01%
106
-6
49 50
51
52 53