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
$661M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.81M
3
+$2.32M
4
LITE icon
Lumentum
LITE
+$1.97M
5
WBD icon
Warner Bros
WBD
+$1.86M

Top Sells

1
+$4.25M
2
+$2.46M
3
+$2.4M
4
META icon
Meta Platforms (Facebook)
META
+$2.27M
5
CRWD icon
CrowdStrike
CRWD
+$1.92M

Sector Composition

1 Technology 20.84%
2 Financials 19.07%
3 Healthcare 17.25%
4 Communication Services 9.9%
5 Industrials 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$66.4K 0.01%
1,582
227
$65.7K 0.01%
+3,000
228
$65.2K 0.01%
879
+317
229
$64.2K 0.01%
+3,000
230
$63.6K 0.01%
+3,100
231
$61.9K 0.01%
+3,000
232
$60.8K 0.01%
422
233
$60.5K 0.01%
+3,000
234
$59.9K 0.01%
656
235
$58.4K 0.01%
2,000
236
$57.4K 0.01%
1,403
237
$57.2K 0.01%
+3,000
238
$57K 0.01%
347
+117
239
$56.2K 0.01%
1,119
240
$55.8K 0.01%
+3,000
241
$55.5K 0.01%
99
242
$55.3K 0.01%
288
243
$54.4K 0.01%
+2,800
244
$54.3K 0.01%
325
245
$54K 0.01%
1,000
246
$53.5K 0.01%
1,152
247
$53.5K 0.01%
275
+100
248
$52.4K 0.01%
195
+155
249
$51.6K 0.01%
575
-1,200
250
$50.9K 0.01%
400
8 9
10
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