TWC

TD Waterhouse Canada Portfolio holdings

AUM $15.3B
1-Year Est. Return 25.1%
This Quarter Est. Return
1 Year Est. Return
+25.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.3B
AUM Growth
+$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,172
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$18.6M
3
+$16.8M
4
GS icon
Goldman Sachs
GS
+$15.8M
5
NTR icon
Nutrien
NTR
+$15.6M

Top Sells

1
+$20.5M
2
+$16M
3
+$15.6M
4
WMT icon
Walmart Inc
WMT
+$14.3M
5
RCI icon
Rogers Communications
RCI
+$14M

Sector Composition

1 Financials 28.66%
2 Technology 14.91%
3 Energy 9%
4 Industrials 7.25%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBDS icon
651
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.61B
$564K ﹤0.01%
23,208
-146
SDVY icon
652
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10B
$563K ﹤0.01%
14,834
-6,650
VNQ icon
653
Vanguard Real Estate ETF
VNQ
$35.5B
$562K ﹤0.01%
6,138
+274
AJG icon
654
Arthur J. Gallagher & Co
AJG
$66.4B
$556K ﹤0.01%
1,819
-11,208
PSMT icon
655
Pricesmart
PSMT
$4.34B
$556K ﹤0.01%
4,617
+2,129
POST icon
656
Post Holdings
POST
$5.13B
$555K ﹤0.01%
5,136
-1,644
LSPD icon
657
Lightspeed Commerce
LSPD
$1.59B
$554K ﹤0.01%
47,580
+4,349
FIG
658
Figma
FIG
$14.7B
$553K ﹤0.01%
+10,987
STZ icon
659
Constellation Brands
STZ
$27.2B
$548K ﹤0.01%
3,941
-20,376
GRMN icon
660
Garmin
GRMN
$40.7B
$544K ﹤0.01%
2,131
+73
STRL icon
661
Sterling Infrastructure
STRL
$10.8B
$542K ﹤0.01%
+1,603
AEP icon
662
American Electric Power
AEP
$64.1B
$540K ﹤0.01%
4,793
-161
HSY icon
663
Hershey
HSY
$40.1B
$537K ﹤0.01%
2,844
+2,131
AKO.B icon
664
Embotelladora Andina Series B
AKO.B
$4.74B
$536K ﹤0.01%
23,298
+1,010
AVTR icon
665
Avantor
AVTR
$8.29B
$532K ﹤0.01%
38,977
+966
MNDY icon
666
monday.com
MNDY
$6.53B
$532K ﹤0.01%
+2,884
KRP icon
667
Kimbell Royalty Partners
KRP
$1.14B
$526K ﹤0.01%
38,433
+29,646
LYV icon
668
Live Nation Entertainment
LYV
$33.5B
$526K ﹤0.01%
3,307
+1,773
CDX icon
669
Simplify High Yield ETF
CDX
$453M
$523K ﹤0.01%
22,900
+21,000
BNDX icon
670
Vanguard Total International Bond ETF
BNDX
$74.7B
$522K ﹤0.01%
10,572
+152
SPG icon
671
Simon Property Group
SPG
$60.4B
$522K ﹤0.01%
2,807
+51
EL icon
672
Estee Lauder
EL
$41.5B
$519K ﹤0.01%
6,022
-3,415
LRN icon
673
Stride
LRN
$3.06B
$517K ﹤0.01%
3,578
+434
FVR
674
FrontView REIT
FVR
$351M
$515K ﹤0.01%
+37,500
LHX icon
675
L3Harris
LHX
$64.8B
$515K ﹤0.01%
1,712
+45
25 26
27
28 29