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
$12.4B
AUM Growth
+$80.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,095
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$23.2M
3
+$21M
4
BMO icon
Bank of Montreal
BMO
+$17.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.8M

Top Sells

1
+$26.6M
2
+$20.3M
3
+$12.3M
4
NKE icon
Nike
NKE
+$10.8M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$9.74M

Sector Composition

1 Financials 27.79%
2 Technology 14.5%
3 Energy 9.6%
4 Industrials 8.21%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-132
2027
– –
-78
2028
– –
-2
2029
– –
-1,095
2030
– –
-2,442
2031
– –
-8,039
2032
– –
-174
2033
– –
-1
2034
– –
-282
2035
– –
-111
2036
– –
-1,000
2037
– –
-40
2038
– –
-100
2039
– –
-1,000
2040
– –
-2,090
2041
– –
-249
2042
– –
-31
2043
– –
-31
2044
– –
-56
2045
– –
-46,689
2046
– –
-125
2047
– –
-5
2048
– –
-3,130
2049
– –
-100
2050
– –
-6
80 81
82
83 84