TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.82B
1-Year Est. Return 15.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.82B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,756
New
Increased
Reduced
Closed

Top Buys

1 +$24.4M
2 +$24.1M
3 +$20M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$16.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$16.1M

Top Sells

1 +$14.2M
2 +$6.63M
3 +$6.4M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.27M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.05M

Sector Composition

1 Technology 5.99%
2 Financials 3.62%
3 Healthcare 2.76%
4 Industrials 2.63%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KEX icon
1376
Kirby Corp
KEX
$7.67B
$1.06K ﹤0.01%
8
LNTH icon
1377
Lantheus
LNTH
$6.53B
$1.06K ﹤0.01%
14
-17
USFR icon
1378
WisdomTree Floating Rate Treasury Fund
USFR
$17B
$1.06K ﹤0.01%
21
FPI
1379
Farmland Partners
FPI
$453M
$1.06K ﹤0.01%
94
BLD icon
1380
TopBuild
BLD
$11.5B
$1.05K ﹤0.01%
3
-225
VRNS icon
1381
Varonis Systems
VRNS
$3.85B
$1.05K ﹤0.01%
49
+24
BMI icon
1382
Badger Meter
BMI
$3.67B
$1.04K ﹤0.01%
7
-8
GRFS icon
1383
Grifois
GRFS
$5.08B
$1.04K ﹤0.01%
130
+106
SONO icon
1384
Sonos
SONO
$1.96B
$1.03K ﹤0.01%
77
-56
ASIX icon
1385
AdvanSix
ASIX
$611M
$1.02K ﹤0.01%
42
CAR icon
1386
Avis
CAR
$6.14B
$1.02K ﹤0.01%
+7
SNX icon
1387
TD Synnex
SNX
$22.5B
$1.01K ﹤0.01%
+6
TKR icon
1388
Timken Company
TKR
$9.17B
$1.01K ﹤0.01%
10
BIRK icon
1389
Birkenstock
BIRK
$7.98B
$1K ﹤0.01%
28
TXG icon
1390
10x Genomics
TXG
$4.08B
$998 ﹤0.01%
47
-29
LECO icon
1391
Lincoln Electric
LECO
$13.9B
$996 ﹤0.01%
+4
WDFC icon
1392
WD-40
WDFC
$2.68B
$986 ﹤0.01%
5
+4
M icon
1393
Macy's
M
$5.75B
$977 ﹤0.01%
54
-13
WMS icon
1394
Advanced Drainage Systems
WMS
$10.4B
$960 ﹤0.01%
7
-7
LFMD icon
1395
LifeMD
LFMD
$227M
$953 ﹤0.01%
+264
ALRM icon
1396
Alarm.com
ALRM
$2.27B
$950 ﹤0.01%
+22
U icon
1397
Unity
U
$12.8B
$943 ﹤0.01%
43
-4
COLM icon
1398
Columbia Sportswear
COLM
$3.4B
$932 ﹤0.01%
17
SSB icon
1399
SouthState Bank Corp
SSB
$9.2B
$925 ﹤0.01%
+10
CRBG icon
1400
Corebridge Financial
CRBG
$12.4B
$907 ﹤0.01%
38
+16