TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
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 +$28.4M
2 +$18.3M
3 +$17.5M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$17.5M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$15.3M

Top Sells

1 +$14.4M
2 +$5.63M
3 +$4.47M
4
AVGO icon
Broadcom
AVGO
+$4.32M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$4.14M

Sector Composition

1 Technology 7.03%
2 Financials 4.53%
3 Healthcare 3.19%
4 Industrials 2.87%
5 Communication Services 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CUK icon
1276
Carnival PLC
CUK
$34.9B
$1.53K ﹤0.01%
58
OI icon
1277
O-I Glass
OI
$1.6B
$1.53K ﹤0.01%
+118
SMMT icon
1278
Summit Therapeutics
SMMT
$13.4B
$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
$9.87B
$1.51K ﹤0.01%
+80
SLF icon
1281
Sun Life Financial
SLF
$34.6B
$1.5K ﹤0.01%
25
LYFT icon
1282
Lyft
LYFT
$5.17B
$1.5K ﹤0.01%
68
+30
FOUR icon
1283
Shift4
FOUR
$3.99B
$1.47K ﹤0.01%
19
+8
BYND icon
1284
Beyond Meat
BYND
$295M
$1.47K ﹤0.01%
778
+427
PAC icon
1285
Grupo Aeroportuario del Pacifico
PAC
$12.3B
$1.42K ﹤0.01%
6
RH icon
1286
RH
RH
$2.48B
$1.42K ﹤0.01%
+7
KNTK icon
1287
Kinetik
KNTK
$3.14B
$1.41K ﹤0.01%
33
+22
AHR icon
1288
American Healthcare REIT
AHR
$8.91B
$1.39K ﹤0.01%
33
CERT icon
1289
Certara
CERT
$977M
$1.38K ﹤0.01%
113
ALNY icon
1290
Alnylam Pharmaceuticals
ALNY
$43.5B
$1.37K ﹤0.01%
3
+2
PATH icon
1291
UiPath
PATH
$5.9B
$1.36K ﹤0.01%
102
+49
RGEN icon
1292
Repligen
RGEN
$6.45B
$1.34K ﹤0.01%
10
+5
INSP icon
1293
Inspire Medical Systems
INSP
$1.45B
$1.34K ﹤0.01%
18
+7
WSC icon
1294
WillScot Mobile Mini Holdings
WSC
$3.34B
$1.33K ﹤0.01%
63
SLVM icon
1295
Sylvamo
SLVM
$1.59B
$1.33K ﹤0.01%
30
BBNX
1296
Beta Bionics
BBNX
$511M
$1.31K ﹤0.01%
66
BROS icon
1297
Dutch Bros
BROS
$6.1B
$1.31K ﹤0.01%
25
UNIT
1298
Uniti Group
UNIT
$1.88B
$1.3K ﹤0.01%
+213
TWLO icon
1299
Twilio
TWLO
$19.1B
$1.3K ﹤0.01%
13
-47
PCG.PRX
1300
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.37B
$1.3K ﹤0.01%
33
-16