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
$616M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.33M
3
+$2.57M
4
BFH icon
Bread Financial
BFH
+$2.28M
5
ZION icon
Zions Bancorporation
ZION
+$1.43M

Top Sells

1
+$5.15M
2
+$4.32M
3
+$3.8M
4
CCK icon
Crown Holdings
CCK
+$2.32M
5
FISV
Fiserv Inc
FISV
+$2.31M

Sector Composition

1 Technology 22.72%
2 Financials 18.26%
3 Healthcare 16.19%
4 Industrials 10.33%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$65.1K 0.01%
700
227
$64.5K 0.01%
1,963
228
$63.6K 0.01%
170
-64
229
$63.5K 0.01%
1,494
-890
230
$60.4K 0.01%
548
231
$58.4K 0.01%
81
232
$57.8K 0.01%
1,156
+156
233
$57.4K 0.01%
322
234
$57K 0.01%
500
235
$54.3K 0.01%
325
236
$54.1K 0.01%
1,119
+119
237
$52.8K 0.01%
2,317
+42
238
$49.2K 0.01%
656
239
$48.7K 0.01%
151
240
$48.4K 0.01%
1,403
241
$48.4K 0.01%
2,483
242
$47.6K 0.01%
288
243
$47.6K 0.01%
99
-12
244
$47.5K 0.01%
924
+9
245
$46.6K 0.01%
2,230
246
$46K 0.01%
400
247
$45.5K 0.01%
800
248
$43.9K 0.01%
964
249
$43.1K 0.01%
1,116
250
$42.7K 0.01%
500
8 9
10
11 12