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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
(+9.1%)
Cap. Flow
+$154M
Cap. Flow
% of AUM
3.48%
Top 10 Holdings %
Top 10 Hldgs %
37.84%
Holding
1,573
New
168
Increased
590
Reduced
551
Closed
38
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$28.4M |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$18.3M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$17.5M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$17.5M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$15.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$14.4M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$5.63M |
| 3 |
Kenvue
KVUE
|
+$4.47M |
| 4 |
Broadcom
AVGO
|
+$4.32M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1401
Coty
COTY
$2.33B
| $667 | ﹤0.01% |
165
-4,441
| -96% | -$20.3K |
|
|
ACH
1402
Accendra Health
ACH
$240M
| $662 | ﹤0.01% |
+138
| New | +$878 |
|
1403
Revolve Group
RVLV
$1.79B
| $660 | ﹤0.01% |
+31
| New | +$676 |
|
1404
AZZ Inc
AZZ
$4.5B
| $655 | ﹤0.01% |
+6
| New | +$666 |
|
1405
Glaukos
GKOS
$9.02B
| $652 | ﹤0.01% |
+8
| New | +$735 |
|
1406
Core Scientific
CORZ
$7.23B
| $646 | ﹤0.01% |
+36
| New | +$528 |
|
1407
Joby Aviation
JOBY
$6.82B
| $646 | ﹤0.01% |
+40
| New | +$608 |
|
1408
Natera
NTRA
$37.5B
| $644 | ﹤0.01% |
4
+3
| +300% | +$475 |
|
1409
Applied Digital
APLD
$7.77B
| $642 | ﹤0.01% |
+28
| New | +$415 |
|
1410
WisdomTree Japan Hedged Equity Fund
DXJ
$7.23B
| $640 | ﹤0.01% |
5
-2
| -29% | -$245 |
|
1411
WisdomTree
WT
$2.97B
| $639 | ﹤0.01% |
+46
| New | +$615 |
|
1412
AST SpaceMobile
ASTS
$16.8B
| $638 | ﹤0.01% |
+13
| New | +$627 |
|
1413
Sarepta Therapeutics
SRPT
$1.66B
| $636 | ﹤0.01% |
+33
| New | +$588 |
|
1414
Consolidated Water Co
CWCO
$469M
| $635 | ﹤0.01% |
+18
| New | +$573 |
|
1415
Phreesia
PHR
$632M
| $635 | ﹤0.01% |
+27
| New | +$734 |
|
1416
Simulations Plus
SLP
$371M
| $633 | ﹤0.01% |
+42
| New | +$611 |
|
1417
Absci
ABSI
$1.28B
| $632 | ﹤0.01% |
+208
| New | +$575 |
|
1418
Intuitive Machines
LUNR
$2.07B
| $631 | ﹤0.01% |
+60
| New | +$608 |
|
1419
SITE Centers
SITC
$230M
| $631 | ﹤0.01% |
+70
| New | +$744 |
|
1420
Biohaven
BHVN
$2.16B
| $630 | ﹤0.01% |
+42
| New | +$611 |
|
1421
DXC Technology
DXC
$1.63B
| $627 | ﹤0.01% |
46
| – | – |
|
1422
SoundHound AI
SOUN
$2.68B
| $627 | ﹤0.01% |
+39
| New | +$518 |
|
1423
Vishay Intertechnology
VSH
$5.86B
| $627 | ﹤0.01% |
41
| – | – |
|
1424
CRA International
CRAI
$1.1B
| $626 | ﹤0.01% |
+3
| New | +$576 |
|
1425
Planet Labs
PL
$7.3B
| $623 | ﹤0.01% |
+48
| New | +$370 |
|
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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.