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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
Cap. Flow
+$154M
Cap. Flow %
3.48%
Top 10 Hldgs %
37.84%
Holding
1,573
New
168
Increased
590
Reduced
551
Closed
38

Top Buys

Rank Stock Value
1
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$28.4M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$18.3M
3
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$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

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$14.4M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.63M
3
KVUE icon
Kenvue
KVUE
+$4.47M
4
AVGO icon
Broadcom
AVGO
+$4.32M
5
IUSV icon
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
JNPR
1551
DELISTED
Juniper Networks
JNPR
– –
-434
Closed -$17.3K
LRN icon
1552
Stride
LRN
$3.71B
– –
-628
Closed -$91.2K
LZB icon
1553
La-Z-Boy
LZB
$1.6B
– –
-1,874
Closed -$69.7K
NWL icon
1554
Newell Brands
NWL
$2.22B
– –
-61
Closed -$329
OVV icon
1555
Ovintiv
OVV
$16.2B
– –
-59
Closed -$2.25K
PARAA
1556
DELISTED
Paramount Global Class A
PARAA
– –
-8
Closed -$184
PARA
1557
DELISTED
Paramount Global Class B
PARA
– –
-206
Closed -$2.66K
PTMC icon
1558
Pacer Trendpilot US Mid Cap ETF
PTMC
$398M
– –
-3,000
Closed -$105K
REYN icon
1559
Reynolds Consumer Products
REYN
$5.53B
– –
-736
Closed -$15.8K
SKX
1560
DELISTED
Skechers
SKX
– –
-392
Closed -$24.7K
SLYV icon
1561
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.92B
– –
-500
Closed -$39.9K
SMG icon
1562
ScottsMiracle-Gro
SMG
$4.13B
– –
-247
Closed -$16.3K
SMPL icon
1563
Simply Good Foods
SMPL
$980M
– –
-5,277
Closed -$167K
SNDX icon
1564
Syndax Pharmaceuticals
SNDX
$2.02B
– –
-54
Closed -$506
SPSC icon
1565
SPS Commerce
SPSC
$2.41B
– –
-1
Closed -$136
STR
1566
DELISTED
Sitio Royalties
STR
– –
-35
Closed -$643
TNDM icon
1567
Tandem Diabetes Care
TNDM
$1.17B
– –
-36
Closed -$671
TRI icon
1568
Thomson Reuters
TRI
$42B
– –
-18
Closed -$3.61K
UI icon
1569
Ubiquiti
UI
$33B
– –
-2
Closed -$823
UPBD icon
1570
Upbound Group
UPBD
$1.29B
– –
-1,311
Closed -$32.9K
WBA
1571
DELISTED
Walgreens Boots Alliance
WBA
– –
-4,078
Closed -$46.8K
WNS
1572
DELISTED
WNS Holdings
WNS
– –
-265
Closed -$16.8K
ZD icon
1573
Ziff Davis
ZD
$1.99B
– –
-1,211
Closed -$36.7K
59 60 61 62
63

Similar funds

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.78B AUM 23.38% 1-Year Est. Return

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.