TWC

TD Waterhouse Canada Portfolio holdings

AUM $16.1B
1-Year Est. Return 31.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14B
AUM Growth
+$1.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,126
New
Increased
Reduced
Closed

Top Buys

1
+$87M
2
+$26.1M
3
+$22.7M
4
AVGO icon
Broadcom
AVGO
+$22.7M
5
FTS icon
Fortis
FTS
+$16.7M

Top Sells

1
+$24M
2
+$14.5M
3
+$12.8M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$12.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.8M

Sector Composition

1 Financials 28.91%
2 Technology 14.14%
3 Energy 9.09%
4 Industrials 7.84%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-5
2002
– –
-218
2003
– –
-3,000
2004
– –
0
2005
– –
-1,000
2006
– –
-1,190
2007
– –
-812
2008
– –
-1,800
2009
– –
-105
2010
– –
-300
2011
– –
-100
2012
– –
-25
2013
– –
-37,400
2014
– –
-194
2015
– –
-13
2016
– –
-133
2017
– –
-50
2018
– –
-152
2019
– –
-4,172
2020
– –
-91
2021
– –
-4,360
2022
– –
-12
2023
– –
-95
2024
– –
-390
2025
– –
-150
79 80
81
82 83