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
CUK icon
1276
Carnival PLC
CUK
$31.4B
$1.53K ﹤0.01%
58
OI icon
1277
O-I Glass
OI
$2.14B
$1.53K ﹤0.01%
+118
SMMT icon
1278
Summit Therapeutics
SMMT
$13.7B
$1.53K ﹤0.01%
74
TXNM
1279
TXNM Energy Inc
TXNM
$6.34B
$1.53K ﹤0.01%
27
+7
PSKY
1280
Paramount Skydance Corp
PSKY
$16.2B
$1.51K ﹤0.01%
+80
SLF icon
1281
Sun Life Financial
SLF
$32.2B
$1.5K ﹤0.01%
25
LYFT icon
1282
Lyft
LYFT
$8.92B
$1.5K ﹤0.01%
68
+30
FOUR icon
1283
Shift4
FOUR
$4.82B
$1.47K ﹤0.01%
19
+8
BYND icon
1284
Beyond Meat
BYND
$567M
$1.47K ﹤0.01%
778
+427
PAC icon
1285
Grupo Aeroportuario del Pacifico
PAC
$11.7B
$1.42K ﹤0.01%
6
RH icon
1286
RH
RH
$3.04B
$1.42K ﹤0.01%
+7
KNTK icon
1287
Kinetik
KNTK
$2.3B
$1.41K ﹤0.01%
33
+22
AHR icon
1288
American Healthcare REIT
AHR
$8.96B
$1.39K ﹤0.01%
33
CERT icon
1289
Certara
CERT
$1.54B
$1.38K ﹤0.01%
113
ALNY icon
1290
Alnylam Pharmaceuticals
ALNY
$62.5B
$1.37K ﹤0.01%
3
+2
PATH icon
1291
UiPath
PATH
$7.89B
$1.36K ﹤0.01%
102
+49
RGEN icon
1292
Repligen
RGEN
$9.37B
$1.34K ﹤0.01%
10
+5
INSP icon
1293
Inspire Medical Systems
INSP
$3.92B
$1.34K ﹤0.01%
18
+7
WSC icon
1294
WillScot Mobile Mini Holdings
WSC
$3.82B
$1.33K ﹤0.01%
63
SLVM icon
1295
Sylvamo
SLVM
$1.9B
$1.33K ﹤0.01%
30
BBNX
1296
Beta Bionics
BBNX
$1.34B
$1.31K ﹤0.01%
66
BROS icon
1297
Dutch Bros
BROS
$7.78B
$1.31K ﹤0.01%
25
UNIT
1298
Uniti Group
UNIT
$1.59B
$1.3K ﹤0.01%
+213
TWLO icon
1299
Twilio
TWLO
$19.4B
$1.3K ﹤0.01%
13
-47
PCG.PRX
1300
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.26B
$1.3K ﹤0.01%
33
-16