TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
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 Buys

1 +$28.4M
2 +$18.3M
3 +$17.5M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$17.5M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$15.3M

Top Sells

1 +$14.4M
2 +$5.63M
3 +$4.47M
4
AVGO icon
Broadcom
AVGO
+$4.32M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$4.14M

Sector Composition

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
WEX icon
1476
WEX
WEX
$5.27B
$473 ﹤0.01%
3
SIRI icon
1477
SiriusXM
SIRI
$7.75B
$466 ﹤0.01%
20
+13
LCID icon
1478
Lucid Motors
LCID
$3.38B
$452 ﹤0.01%
19
-1
TKR icon
1479
Timken Company
TKR
$7.01B
$451 ﹤0.01%
+6
KBH icon
1480
KB Home
KBH
$3.27B
$445 ﹤0.01%
7
NGVT icon
1481
Ingevity
NGVT
$2.51B
$442 ﹤0.01%
8
TDC icon
1482
Teradata
TDC
$2.45B
$430 ﹤0.01%
20
-7
XRN
1483
Chiron Real Estate Inc.
XRN
$439M
$405 ﹤0.01%
+12
SG icon
1484
Sweetgreen
SG
$624M
$399 ﹤0.01%
+50
PDD icon
1485
Pinduoduo
PDD
$147B
$397 ﹤0.01%
3
LLYVA icon
1486
Liberty Live Group Series A
LLYVA
$8.44B
$377 ﹤0.01%
4
AMKR icon
1487
Amkor Technology
AMKR
$11.6B
$369 ﹤0.01%
13
BOH icon
1488
Bank of Hawaii
BOH
$2.94B
$328 ﹤0.01%
5
FTRE icon
1489
Fortrea Holdings
FTRE
$883M
$328 ﹤0.01%
39
-29
SPB icon
1490
Spectrum Brands
SPB
$1.75B
$315 ﹤0.01%
6
HOG icon
1491
Harley-Davidson
HOG
$2.16B
$307 ﹤0.01%
11
BNTX icon
1492
BioNTech
BNTX
$22.3B
$296 ﹤0.01%
+3
ACI icon
1493
Albertsons Companies
ACI
$8.69B
$280 ﹤0.01%
16
GTLB icon
1494
GitLab
GTLB
$3.66B
$270 ﹤0.01%
6
-118
ZM icon
1495
Zoom
ZM
$23.6B
$248 ﹤0.01%
3
GRFS icon
1496
Grifois
GRFS
$5.19B
$239 ﹤0.01%
+24
AR icon
1497
Antero Resources
AR
$13.8B
$235 ﹤0.01%
7
FHN icon
1498
First Horizon
FHN
$10.8B
$203 ﹤0.01%
9
FIVN icon
1499
FIVE9
FIVN
$1.17B
$194 ﹤0.01%
8
MPT
1500
Medical Properties Trust
MPT
$2.82B
$172 ﹤0.01%
34