TIM

Thompson Investment Management Portfolio holdings

AUM $750M
1-Year Est. Return 20.54%
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$591M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.75M
3
+$3.15M
4
PFE icon
Pfizer
PFE
+$2.63M
5
V icon
Visa
V
+$2.41M

Top Sells

1
+$6.28M
2
+$3.86M
3
+$3.76M
4
META icon
Meta Platforms (Facebook)
META
+$2.86M
5
OSK icon
Oshkosh
OSK
+$2.15M

Sector Composition

1 Technology 22.34%
2 Financials 17.25%
3 Healthcare 16.22%
4 Industrials 10.53%
5 Communication Services 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$64.8K 0.01%
+2,600
227
$64.7K 0.01%
+1,061
228
$63.6K 0.01%
+300
229
$63.3K 0.01%
+1,963
230
$61.5K 0.01%
+700
231
$59K 0.01%
+322
232
$58.1K 0.01%
+261
233
$55.8K 0.01%
16,350
-650
234
$54.8K 0.01%
+81
235
$53.4K 0.01%
+2,275
236
$51.2K 0.01%
+1,000
237
$50.6K 0.01%
+1,000
238
$50.4K 0.01%
+325
239
$50K 0.01%
+2,483
240
$49.4K 0.01%
151
-4,225
241
$49.3K 0.01%
+2,230
242
$49K 0.01%
+500
243
$48.9K 0.01%
+111
244
$47K 0.01%
+1,403
245
$46.9K 0.01%
+656
246
$46.1K 0.01%
+915
247
$45.7K 0.01%
+288
248
$43.6K 0.01%
+1,116
249
$42.9K 0.01%
+2,170
250
$42.6K 0.01%
+463
8 9
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