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
$4.69B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,734
New
Increased
Reduced
Closed

Top Sells

1 +$9.25M
2 +$4.35M
3 +$4.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.94M
5
VZ icon
Verizon
VZ
+$2.95M

Sector Composition

1 Technology 6.72%
2 Financials 4.27%
3 Healthcare 3.08%
4 Industrials 2.52%
5 Communication Services 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SAIL
1451
SailPoint Inc
SAIL
$6.91B
$668 ﹤0.01%
+33
MOD icon
1452
Modine Manufacturing
MOD
$14.2B
$668 ﹤0.01%
+5
RTO icon
1453
Rentokil
RTO
$16.9B
$664 ﹤0.01%
23
+22
CRBG icon
1454
Corebridge Financial
CRBG
$12.5B
$664 ﹤0.01%
+22
FRSH icon
1455
Freshworks
FRSH
$2.5B
$662 ﹤0.01%
+54
UPWK icon
1456
Upwork
UPWK
$1.31B
$654 ﹤0.01%
33
SHAK icon
1457
Shake Shack
SHAK
$2.79B
$649 ﹤0.01%
8
YORW icon
1458
York Water
YORW
$473M
$637 ﹤0.01%
20
ASAN icon
1459
Asana
ASAN
$1.67B
$631 ﹤0.01%
46
CRS icon
1460
Carpenter Technology
CRS
$22.1B
$630 ﹤0.01%
+2
KBH icon
1461
KB Home
KBH
$3.08B
$621 ﹤0.01%
11
+4
STLA icon
1462
Stellantis
STLA
$21.7B
$611 ﹤0.01%
+55
TDC icon
1463
Teradata
TDC
$2.8B
$609 ﹤0.01%
20
CZR icon
1464
Caesars Entertainment
CZR
$5.66B
$608 ﹤0.01%
26
-180
BL icon
1465
BlackLine
BL
$1.86B
$608 ﹤0.01%
+11
WWD icon
1466
Woodward
WWD
$22.1B
$605 ﹤0.01%
+2
WK icon
1467
Workiva
WK
$2.93B
$604 ﹤0.01%
+7
VSH icon
1468
Vishay Intertechnology
VSH
$4.44B
$594 ﹤0.01%
41
CVCO icon
1469
Cavco Industries
CVCO
$3.74B
$591 ﹤0.01%
1
WAY
1470
Waystar Holding Corp
WAY
$4.03B
$590 ﹤0.01%
+18
GSHD icon
1471
Goosehead Insurance
GSHD
$997M
$589 ﹤0.01%
8
XHR
1472
Xenia Hotels & Resorts
XHR
$1.55B
$580 ﹤0.01%
41
RNG icon
1473
RingCentral
RNG
$3.82B
$578 ﹤0.01%
20
CRDO icon
1474
Credo Technology Group
CRDO
$34.7B
$576 ﹤0.01%
+4
STN icon
1475
Stantec
STN
$10.4B
$566 ﹤0.01%
+6