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
WEX icon
1476
WEX
WEX
$5.12B
$473 ﹤0.01%
3
SIRI icon
1477
SiriusXM
SIRI
$7.18B
$466 ﹤0.01%
20
+13
LCID icon
1478
Lucid Motors
LCID
$4.4B
$452 ﹤0.01%
19
-1
TKR icon
1479
Timken Company
TKR
$5.75B
$451 ﹤0.01%
+6
KBH icon
1480
KB Home
KBH
$4.26B
$445 ﹤0.01%
7
NGVT icon
1481
Ingevity
NGVT
$1.89B
$442 ﹤0.01%
8
TDC icon
1482
Teradata
TDC
$2.82B
$430 ﹤0.01%
20
-7
GMRE
1483
Global Medical REIT
GMRE
$447M
$405 ﹤0.01%
+12
SG icon
1484
Sweetgreen
SG
$823M
$399 ﹤0.01%
+50
PDD icon
1485
Pinduoduo
PDD
$166B
$397 ﹤0.01%
3
LLYVA icon
1486
Liberty Live Group Series A
LLYVA
$7.22B
$377 ﹤0.01%
4
AMKR icon
1487
Amkor Technology
AMKR
$10.9B
$369 ﹤0.01%
13
BOH icon
1488
Bank of Hawaii
BOH
$2.63B
$328 ﹤0.01%
5
FTRE icon
1489
Fortrea Holdings
FTRE
$1.35B
$328 ﹤0.01%
39
-29
SPB icon
1490
Spectrum Brands
SPB
$1.37B
$315 ﹤0.01%
6
HOG icon
1491
Harley-Davidson
HOG
$2.89B
$307 ﹤0.01%
11
BNTX icon
1492
BioNTech
BNTX
$23.3B
$296 ﹤0.01%
+3
ACI icon
1493
Albertsons Companies
ACI
$9.85B
$280 ﹤0.01%
16
GTLB icon
1494
GitLab
GTLB
$6.37B
$270 ﹤0.01%
6
-118
ZM icon
1495
Zoom
ZM
$25.4B
$248 ﹤0.01%
3
GRFS icon
1496
Grifois
GRFS
$5.97B
$239 ﹤0.01%
+24
AR icon
1497
Antero Resources
AR
$11.2B
$235 ﹤0.01%
7
FHN icon
1498
First Horizon
FHN
$11.2B
$203 ﹤0.01%
9
FIVN icon
1499
FIVE9
FIVN
$1.6B
$194 ﹤0.01%
8
MPW icon
1500
Medical Properties Trust
MPW
$3.38B
$172 ﹤0.01%
34