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
TEM
1401
Tempus AI
TEM
$8.53B
$904 ﹤0.01%
20
TWST icon
1402
Twist Bioscience
TWST
$4.5B
$903 ﹤0.01%
19
-15
AUR icon
1403
Aurora
AUR
$13.6B
$894 ﹤0.01%
+217
DLN icon
1404
WisdomTree US LargeCap Dividend Fund
DLN
$6.11B
$893 ﹤0.01%
10
-10
XHR
1405
Xenia Hotels & Resorts
XHR
$1.64B
$890 ﹤0.01%
60
+19
DUOL icon
1406
Duolingo
DUOL
$5B
$887 ﹤0.01%
+9
ECO
1407
Okeanis Eco Tankers
ECO
$1.86B
$878 ﹤0.01%
+17
GIB icon
1408
CGI
GIB
$13.9B
$875 ﹤0.01%
12
+3
WULF icon
1409
TeraWulf
WULF
$13B
$866 ﹤0.01%
+60
STN icon
1410
Stantec
STN
$8.39B
$864 ﹤0.01%
10
+4
GKOS icon
1411
Glaukos
GKOS
$6.67B
$861 ﹤0.01%
8
PNFP icon
1412
Pinnacle Financial Partners Inc
PNFP
$14.1B
$861 ﹤0.01%
10
-7
CAE icon
1413
CAE Inc
CAE
$8.01B
$860 ﹤0.01%
33
+9
STAA icon
1414
STAAR Surgical
STAA
$1.41B
$860 ﹤0.01%
46
+8
SNCY
1415
DELISTED
Sun Country Airlines
SNCY
$859 ﹤0.01%
52
AUB icon
1416
Atlantic Union Bankshares
AUB
$5.2B
$858 ﹤0.01%
+24
SMA
1417
SmartStop Self Storage REIT
SMA
$1.68B
$848 ﹤0.01%
+28
MLCO icon
1418
Melco Resorts & Entertainment
MLCO
$2.24B
$841 ﹤0.01%
148
-5,852
HAYW icon
1419
Hayward Holdings
HAYW
$3.03B
$830 ﹤0.01%
62
TRI icon
1420
Thomson Reuters
TRI
$36.4B
$810 ﹤0.01%
9
+2
XLB icon
1421
State Street Materials Select Sector SPDR ETF
XLB
$7.37B
$800 ﹤0.01%
16
GO icon
1422
Grocery Outlet
GO
$818M
$797 ﹤0.01%
+113
CRS icon
1423
Carpenter Technology
CRS
$24.2B
$788 ﹤0.01%
2
EQH icon
1424
Equitable Holdings
EQH
$11.2B
$779 ﹤0.01%
21
+1
KTOS icon
1425
Kratos Defense & Security Solutions
KTOS
$11B
$776 ﹤0.01%
11