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
$667M
AUM Growth
-$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$5.48M
3
+$4.24M
4
VTRS icon
Viatris
VTRS
+$3.23M
5
AMT icon
American Tower
AMT
+$3.15M

Top Sells

1
+$7.54M
2
+$5.61M
3
+$4.89M
4
META icon
Meta Platforms (Facebook)
META
+$2.37M
5
MCK icon
McKesson
MCK
+$1.58M

Sector Composition

1 Technology 21.24%
2 Healthcare 17.53%
3 Financials 16.22%
4 Communication Services 10.7%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$84.6K 0.01%
2,965
-171
227
$80.3K 0.01%
1,362
228
$80K 0.01%
150
229
$77.8K 0.01%
3,000
230
$77.3K 0.01%
1,963
231
$74.5K 0.01%
1,061
232
$74.3K 0.01%
11,479
-231,668
233
$72.5K 0.01%
1,152
234
$72.3K 0.01%
3,000
235
$71.8K 0.01%
1,582
236
$71.1K 0.01%
300
237
$70K 0.01%
2,780
238
$69.1K 0.01%
15
239
$67.5K 0.01%
325
240
$67.2K 0.01%
2,000
241
$65.8K 0.01%
600
-385
242
$65.4K 0.01%
745
+1
243
$65.3K 0.01%
1,279
-1,023
244
$64.9K 0.01%
3,000
245
$64.2K 0.01%
1,073
246
$63.3K 0.01%
395
247
$62.4K 0.01%
3,000
248
$60.6K 0.01%
2,169
249
$59.8K 0.01%
1,600
250
$58.7K 0.01%
3,000
8 9
10
11 12