We are live on !
Find out more
TD Private Client Wealth Portfolio holdings
AUM
$5.44B
Turnover
12.18%
1-Year Est. Return
18.56%
This Fund
S&P 500
This Quarter Est. Return
+11.24%
1 Year Est. Return
+18.56%
3 Year Est. Return
+57.02%
5 Year Est. Return
+62.32%
10 Year Est. Return
–
AUM
$5.44B
AUM Growth
+$620M
(+13%)
Cap. Flow
+$179M
Cap. Flow % of AUM
Cap. Flow %
3.28%
Top 10 Holdings %
Top 10 Hldgs %
41.56%
Holding
1,782
New
133
Increased
712
Reduced
568
Closed
84
Avg Time Held
3.6
years
Top 10 Avg Time Held
2.3
years
Top 20 Avg Time Held
2.8
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$29.9M |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$28M |
| 3 |
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$24.8M |
| 4 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$18.9M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$15.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$8.82M |
| 2 |
iShares Russell 1000 ETF
IWB
|
+$5.45M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$5.05M |
| 4 |
Meta Platforms (Facebook)
META
|
+$4.73M |
| 5 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$4.45M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 76.73% |
| 2 | Technology | 6.44% |
| 3 | Financials | 3.31% |
| 4 | Healthcare | 2.56% |
| 5 | Industrials | 2.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1451
Sylvamo
SLVM
$1.29B
| $1.13K | ﹤0.01% |
30
| – | – |
2021 Q4
18 quarters
|
|
1452
Korn Ferry
KFY
$4.38B
| $1.13K | ﹤0.01% |
+17
| New | +$1.15K |
2026 Q2
0 quarters
|
|
1453
Grocery Outlet
GO
$1.32B
| $1.13K | ﹤0.01% |
113
| – | – |
2026 Q1
1 quarter
|
|
1454
Amkor Technology
AMKR
$9.8B
| $1.12K | ﹤0.01% |
13
| – | – |
2025 Q1
5 quarters
|
|
1455
American Financial Group
AFG
$12.5B
| $1.12K | ﹤0.01% |
+8
| New | +$1.06K |
2026 Q2
0 quarters
|
|
1456
Glaukos
GKOS
$10.6B
| $1.12K | ﹤0.01% |
8
| – | – |
2025 Q3
3 quarters
|
|
1457
UiPath
PATH
$7.36B
| $1.11K | ﹤0.01% |
102
| – | – |
2025 Q2
4 quarters
|
|
1458
Guidewire Software
GWRE
$15.5B
| $1.11K | ﹤0.01% |
9
-87
| -91% | -$11.6K |
2024 Q4
6 quarters
|
|
1459
Advanced Drainage Systems
WMS
$9.8B
| $1.1K | ﹤0.01% |
7
| – | – |
2024 Q3
7 quarters
|
|
1460
Ryan Specialty Holdings
RYAN
$5.33B
| $1.1K | ﹤0.01% |
29
-120
| -81% | -$4.07K |
2025 Q2
4 quarters
|
|
1461
LifeMD
LFMD
$103M
| $1.09K | ﹤0.01% |
264
| – | – |
2026 Q1
1 quarter
|
|
1462
Corebridge Financial
CRBG
$15.2B
| $1.09K | ﹤0.01% |
38
| – | – |
2025 Q4
2 quarters
|
|
1463
Summit Therapeutics
SMMT
$12.3B
| $1.08K | ﹤0.01% |
74
| – | – |
2025 Q2
4 quarters
|
|
1464
Madrigal Pharmaceuticals
MDGL
$10B
| $1.07K | ﹤0.01% |
+2
| New | +$1.02K |
2026 Q2
0 quarters
|
|
1465
Hayward Holdings
HAYW
$2.69B
| $1.07K | ﹤0.01% |
62
| – | – |
2025 Q3
3 quarters
|
|
1466
DELISTED
TopBuild
BLD
| $1.06K | ﹤0.01% |
3
| – | – |
2020 Q4
22 quarters
|
|
1467
DELISTED
ACV Auctions
ACVA
| $1.06K | ﹤0.01% |
147
| – | – |
2026 Q1
1 quarter
|
|
1468
Columbia Sportswear
COLM
$3.14B
| $1.05K | ﹤0.01% |
17
| – | – |
2024 Q2
8 quarters
|
|
1469
Teradata
TDC
$3.24B
| $1.04K | ﹤0.01% |
30
| – | – |
2025 Q1
5 quarters
|
|
1470
Avis
CAR
$3.58B
| $1.04K | ﹤0.01% |
7
| – | – |
2026 Q1
1 quarter
|
|
1471
EPAM Systems
EPAM
$7.03B
| $1.03K | ﹤0.01% |
13
-42
| -76% | -$4.44K |
2025 Q2
4 quarters
|
|
1472
SouthState Bank Corp
SSB
$10.2B
| $999 | ﹤0.01% |
10
| – | – |
2026 Q1
1 quarter
|
|
1473
Atrium Therapeutics
RNA
$140M
| $995 | ﹤0.01% |
+74
| New | +$967 |
2026 Q2
0 quarters
|
|
1474
QXO Inc 5.50% Series B Preferred Stock
QXO.PRB
$400M
| $975 | ﹤0.01% |
20
+10
| +100% | +$526 |
2026 Q1
1 quarter
|
|
1475
RUM Group Inc
RUM
$2.26B
| $970 | ﹤0.01% |
153
+104
| +212% | +$739 |
2026 Q1
1 quarter
|
|
Similar funds
TD Private Client Wealth's Q2 2026 Portfolio in Review
As of Q2 2026, TD Private Client Wealth held 1,782 positions worth $5.44B, up 13% from $4.82B the previous quarter. Its ten largest holdings account for 42% of the portfolio.
TD Private Client Wealth deployed $179M of net new capital in Q2 2026, opening 133 new positions and adding to 712 existing holdings. Its largest new stake was Honeywell Aerospace: 15,440 shares worth $3.41M.
By sector, the portfolio is most concentrated in Miscellaneous at 77% of assets, up from 75% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $8.82M trimmed.
- TD Private Client Wealth's largest Q2 2026 buy was Honeywell Aerospace: 15,440 shares worth $3.41M.
- TD Private Client Wealth added most to iShares Core MSCI EAFE ETF in Q2 2026, an estimated $29.9M increase.
- TD Private Client Wealth's biggest Q2 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $8.82M.
- TD Private Client Wealth fully exited Primoris Services in Q2 2026, selling an estimated $567K.
- TD Private Client Wealth's ten largest holdings make up 42% of its $5.44B portfolio in Q2 2026.
- TD Private Client Wealth opened 133 new positions and closed 84 in Q2 2026.
- TD Private Client Wealth's portfolio value rose 13% quarter-over-quarter to $5.44B.
Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.