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TD Private Client Wealth Portfolio holdings

AUM $4.82B
1-Year Est. Return 15.21%
This Fund
S&P 500
This Quarter Est. Return
+5.74%
1 Year Est. Return
+15.21%
3 Year Est. Return
+48.23%
5 Year Est. Return
+55.79%
10 Year Est. Return
–
AUM
$4.44B
AUM Growth
+$369M
Cap. Flow
+$154M
Cap. Flow %
3.48%
Top 10 Hldgs %
37.84%
Holding
1,573
New
168
Increased
590
Reduced
551
Closed
38

Top Buys

Rank Stock Value
1
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$28.4M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$18.3M
3
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$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

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$14.4M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.63M
3
KVUE icon
Kenvue
KVUE
+$4.47M
4
AVGO icon
Broadcom
AVGO
+$4.32M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$4.14M

Sector Composition

Rank Sector Weight
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
1276
DELISTED
Carnival PLC
CUK
$1.53K ﹤0.01%
58
– –
OI icon
1277
O-I Glass
OI
$1.39B
$1.53K ﹤0.01%
+118
New +$1.61K
SMMT icon
1278
Summit Therapeutics
SMMT
$10.9B
$1.53K ﹤0.01%
74
– –
TXNM
1279
TXNM Energy Inc
TXNM
$6.47B
$1.53K ﹤0.01%
27
+7
+35% +$397
PSKY
1280
Paramount Skydance Corp
PSKY
$9.19B
$1.51K ﹤0.01%
+80
New +$1.26K
SLF icon
1281
Sun Life Financial
SLF
$45.6B
$1.5K ﹤0.01%
25
– –
LYFT icon
1282
Lyft
LYFT
$5.39B
$1.5K ﹤0.01%
68
+30
+79% +$502
FOUR icon
1283
Shift4
FOUR
$3.84B
$1.47K ﹤0.01%
19
+8
+73% +$744
BYND icon
1284
Beyond Meat
BYND
$288M
$1.47K ﹤0.01%
778
+427
+122% +$1.26K
PAC icon
1285
Grupo Aeroportuario del Pacifico
PAC
$12.9B
$1.42K ﹤0.01%
6
– –
RH icon
1286
RH
RH
$3.3B
$1.42K ﹤0.01%
+7
New +$1.52K
KNTK icon
1287
Kinetik
KNTK
$3.71B
$1.41K ﹤0.01%
33
+22
+200% +$930
AHR icon
1288
American Healthcare REIT
AHR
$11.1B
$1.39K ﹤0.01%
33
– –
CERT icon
1289
Certara
CERT
$1.17B
$1.38K ﹤0.01%
113
– –
ALNY icon
1290
Alnylam Pharmaceuticals
ALNY
$36.3B
$1.37K ﹤0.01%
3
+2
+200% +$814
PATH icon
1291
UiPath
PATH
$5.62B
$1.36K ﹤0.01%
102
+49
+92% +$579
RGEN icon
1292
Repligen
RGEN
$7.44B
$1.34K ﹤0.01%
10
+5
+100% +$607
INSP icon
1293
Inspire Medical Systems
INSP
$1.42B
$1.34K ﹤0.01%
18
+7
+64% +$709
WSC icon
1294
WillScot Mobile Mini Holdings
WSC
$4.8B
$1.33K ﹤0.01%
63
– –
SLVM icon
1295
Sylvamo
SLVM
$1.52B
$1.33K ﹤0.01%
30
– –
BBNX
1296
Beta Bionics
BBNX
$706M
$1.31K ﹤0.01%
66
– –
BROS icon
1297
Dutch Bros
BROS
$8.78B
$1.31K ﹤0.01%
25
– –
UNIT
1298
Uniti Group
UNIT
$2.63B
$1.3K ﹤0.01%
+213
New +$1.27K
TWLO icon
1299
Twilio
TWLO
$29.1B
$1.3K ﹤0.01%
13
-47
-78% -$5.29K
PCG.PRX
1300
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.4B
$1.3K ﹤0.01%
33
-16
-33% -$623
50 51
52
53 54

Similar funds

AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.78B AUM 23.38% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

TD Private Client Wealth's Q3 2025 Portfolio in Review

As of Q3 2025, TD Private Client Wealth held 1,573 positions worth $4.44B, up 9.1% from $4.07B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

TD Private Client Wealth deployed $154M of net new capital in Q3 2025, opening 168 new positions and adding to 590 existing holdings. Its largest new stake was UL Solutions: 23,723 shares worth $1.68M.

By sector, the portfolio is most concentrated in Technology at 7% of assets, down from 7.2% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $14.4M trimmed.

  • TD Private Client Wealth's largest Q3 2025 buy was UL Solutions: 23,723 shares worth $1.68M.
  • TD Private Client Wealth added most to Invesco S&P 500 Momentum ETF in Q3 2025, an estimated $28.4M increase.
  • TD Private Client Wealth's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $14.4M.
  • TD Private Client Wealth fully exited Hess in Q3 2025, selling an estimated $714K.
  • TD Private Client Wealth's ten largest holdings make up 38% of its $4.44B portfolio in Q3 2025.
  • TD Private Client Wealth opened 168 new positions and closed 38 in Q3 2025.
  • TD Private Client Wealth's portfolio value rose 9.1% quarter-over-quarter to $4.44B.

Based on TD Private Client Wealth's 13F filing for Q3 2025, filed 27 Oct 2025.