Latest TD Waterhouse Canada Inc. Stock Portfolio
TD Waterhouse Canada Inc. Performance:
2024 Q4: -0.58%YTD: 1.18%2023: 6.87%
Performance for 2024 Q4 is -0.58%, and YTD is 1.18%, and 2023 is 6.87%.
About TD Waterhouse Canada Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, TD Waterhouse Canada Inc. reported an equity portfolio of $12.4 Billions as of 31 Dec, 2024.
The top stock holdings of TD Waterhouse Canada Inc. are , , MSFT. The fund has invested 5.3% of it's portfolio in ROYAL BK CDA and 4% of portfolio in TORONTO DOMINION BK ONT.
The fund managers got completely rid off ARISTA NETWORKS INC (ANET), BROOKFIELD RENEWABLE CORP and BLACKROCK INC (BLK) stocks. They significantly reduced their stock positions in BROOKFIELD INFRASTRUCTURE CO, AUTONATION INC (AN) and CLOVER HEALTH INVESTMENTS CO (CLOV). TD Waterhouse Canada Inc. opened new stock positions in ARISTA NETWORKS INC (ANET), BROOKFIELD INFRASTRUCTURE CO and VANECK ETF TRUST (AFK). The fund showed a lot of confidence in some stocks as they added substantially to ARES MANAGEMENT CORPORATION (ARES), ARIS MNG CORP and ZETA GLOBAL HOLDINGS CORP (ZETA).
The top stock holdings of TD Waterhouse Canada Inc. are , , MSFT. The fund has invested 5.3% of it's portfolio in ROYAL BK CDA and 4% of portfolio in TORONTO DOMINION BK ONT.
The fund managers got completely rid off ARISTA NETWORKS INC (ANET), BROOKFIELD RENEWABLE CORP and BLACKROCK INC (BLK) stocks. They significantly reduced their stock positions in BROOKFIELD INFRASTRUCTURE CO, AUTONATION INC (AN) and CLOVER HEALTH INVESTMENTS CO (CLOV). TD Waterhouse Canada Inc. opened new stock positions in ARISTA NETWORKS INC (ANET), BROOKFIELD INFRASTRUCTURE CO and VANECK ETF TRUST (AFK). The fund showed a lot of confidence in some stocks as they added substantially to ARES MANAGEMENT CORPORATION (ARES), ARIS MNG CORP and ZETA GLOBAL HOLDINGS CORP (ZETA).
TD Waterhouse Canada Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that TD Waterhouse Canada Inc. made a return of -0.58% in the last quarter. In trailing 12 months, it's portfolio return was 1.18%.
New Buys
| Ticker | $ Bought |
|---|---|
| arista networks inc | 55,417,800 |
| brookfield infrastructure co | 40,586,500 |
| brookfield renewable corp | 40,279,700 |
| south bow corp | 23,159,600 |
| granite real estate invt tr | 19,656,100 |
| blackrock inc | 16,673,200 |
| vaneck etf trust | 9,966,220 |
| invesco exchange traded fd t | 7,334,920 |
New stocks bought by TD Waterhouse Canada Inc.
Additions
| Ticker | % Inc. |
|---|---|
| ares management corporation | 218,067 |
| commvault sys inc | 34,620 |
| enovis corporation | 8,111 |
| celanese corp del | 6,593 |
| draftkings inc new | 6,408 |
| citizens finl group inc | 2,285 |
| albemarle corp | 1,813 |
| welltower inc | 1,513 |
Additions to existing portfolio by TD Waterhouse Canada Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| select sector spdr tr | -80.84 |
| select sector spdr tr | -76.76 |
| ishares silver tr | -71.32 |
| diageo plc | -58.99 |
| sprott physical gold & silve | -55.46 |
| schlumberger ltd | -52.46 |
| rio tinto plc | -50.83 |
| crown castle inc | -50.58 |
TD Waterhouse Canada Inc. reduced stake in above stock
Sold off
Sector Distribution
TD Waterhouse Canada Inc. has about 50.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 50.8 |
| Technology | 12.9 |
| Financial Services | 7 |
| Consumer Cyclical | 6.8 |
| Industrials | 5.3 |
| Healthcare | 4.3 |
| Communication Services | 4.2 |
| Consumer Defensive | 3.7 |
| Energy | 3.4 |
Market Cap. Distribution
TD Waterhouse Canada Inc. has about 48.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 50.7 |
| MEGA-CAP | 26.1 |
| LARGE-CAP | 22.1 |
Stocks belong to which Index?
About 42.3% of the stocks held by TD Waterhouse Canada Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 57.2 |
| S&P 500 | 42.3 |
TD Waterhouse Canada Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of TD Waterhouse Canada Inc.
TD Waterhouse Canada Inc. has 1968 stocks in it's portfolio. About 27.4% of the portfolio is in top 10 stocks. ANET proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for TD Waterhouse Canada Inc. last quarter.
Last Reported on: 13 Feb, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.05 | 1,509,600 | 377,988,000 | added | 1.66 | ||
| AAXJ | ishares tr | 0.19 | 451,921 | 23,590,300 | added | 4.08 | ||
| AAXJ | ishares tr | 0.13 | 162,055 | 16,132,600 | added | 101 | ||
| AAXJ | ishares tr | 0.07 | 174,553 | 9,022,640 | added | 1.99 | ||
| AAXJ | ishares tr | 0.03 | 83,195 | 4,182,210 | reduced | -0.16 | ||
| AAXJ | ishares tr | 0.03 | 127,510 | 3,491,220 | added | 11.31 | ||
| AAXJ | ishares tr | 0.02 | 34,522 | 2,715,160 | added | 18.11 | ||
| AAXJ | ishares tr | 0.01 | 32,592 | 1,710,100 | added | 9.43 | ||
| AAXJ | ishares tr | 0.01 | 28,681 | 1,642,270 | added | 5.64 | ||
| ABBV | abbvie inc | 0.08 | 55,598 | 9,884,770 | added | 8.03 | ||
| ABC | cencora inc | 0.14 | 79,853 | 17,941,400 | added | 1.52 | ||
| ABT | abbott labs | 0.17 | 188,397 | 21,315,200 | reduced | -0.09 | ||
| ACN | accenture plc ireland | 0.18 | 61,999 | 21,829,200 | added | 1.63 | ||
| ACWF | ishares tr | 0.06 | 130,785 | 8,019,740 | added | 16.01 | ||
| ACWF | ishares tr | 0.02 | 127,726 | 2,285,020 | added | 1.62 | ||
| ACWF | ishares tr | 0.01 | 35,079 | 1,744,830 | added | 0.07 | ||
| ACWF | ishares tr | 0.01 | 44,482 | 1,114,270 | added | 1.22 | ||
| ACWV | ishares inc | 0.04 | 30,599 | 4,758,140 | added | 0.38 | ||
| ACWV | ishares inc | 0.02 | 48,738 | 2,240,000 | added | 1.92 | ||
| ACWV | ishares inc | 0.02 | 91,888 | 2,192,450 | added | 1.87 | ||