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
IDA icon
1376
Idacorp
IDA
$6.92B
$793 ﹤0.01%
+6
EEFT icon
1377
Euronet Worldwide
EEFT
$3.15B
$790 ﹤0.01%
9
+7
WPM icon
1378
Wheaton Precious Metals
WPM
$49B
$783 ﹤0.01%
7
JBLU icon
1379
JetBlue
JBLU
$1.71B
$782 ﹤0.01%
+159
SCCO icon
1380
Southern Copper
SCCO
$114B
$769 ﹤0.01%
+6
LOGI icon
1381
Logitech
LOGI
$17.3B
$768 ﹤0.01%
7
PWP icon
1382
Perella Weinberg Partners
PWP
$1.23B
$768 ﹤0.01%
+36
FMS icon
1383
Fresenius Medical Care
FMS
$13.7B
$764 ﹤0.01%
29
-4,896
GTX icon
1384
Garrett Motion
GTX
$3.25B
$763 ﹤0.01%
56
CROX icon
1385
Crocs
CROX
$4.64B
$752 ﹤0.01%
9
-2,484
SHAK icon
1386
Shake Shack
SHAK
$3.35B
$749 ﹤0.01%
+8
LUMN icon
1387
Lumen
LUMN
$9.82B
$734 ﹤0.01%
+120
ACVA icon
1388
ACV Auctions
ACVA
$1.36B
$733 ﹤0.01%
74
+70
CIEN icon
1389
Ciena
CIEN
$27.3B
$728 ﹤0.01%
+5
TEVA icon
1390
Teva Pharmaceuticals
TEVA
$31.9B
$727 ﹤0.01%
36
SNBR icon
1391
Sleep Number
SNBR
$149M
$723 ﹤0.01%
+103
XLB icon
1392
State Street Materials Select Sector SPDR ETF
XLB
$5.15B
$717 ﹤0.01%
8
APGE icon
1393
Apogee Therapeutics
APGE
$5.09B
$715 ﹤0.01%
+18
LZ icon
1394
LegalZoom.com
LZ
$1.68B
$706 ﹤0.01%
+68
AIV
1395
Aimco
AIV
$804M
$698 ﹤0.01%
+88
PSO icon
1396
Pearson
PSO
$8.35B
$694 ﹤0.01%
49
-3,443
CWT icon
1397
California Water Service
CWT
$2.65B
$688 ﹤0.01%
+15
ASPN icon
1398
Aspen Aerogels
ASPN
$288M
$682 ﹤0.01%
+98
KYMR icon
1399
Kymera Therapeutics
KYMR
$4.75B
$679 ﹤0.01%
+12
WLDN icon
1400
Willdan Group
WLDN
$1.47B
$677 ﹤0.01%
+7