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
251
$42.3K 0.01%
+800
252
$41.8K 0.01%
+400
253
$41.3K 0.01%
+100
254
$40.4K 0.01%
+829
255
$40.3K 0.01%
+500
256
$40.2K 0.01%
+1,000
257
$40K 0.01%
+453
258
$39.7K 0.01%
+400
259
$39.1K 0.01%
+964
260
$38.7K 0.01%
+251
261
$37.8K 0.01%
+527
262
$37.6K 0.01%
+291
263
$37.4K 0.01%
+395
264
$37.2K 0.01%
+104
265
$37K 0.01%
+459
266
$36.9K 0.01%
1,055
-110,457
267
$36.8K 0.01%
+444
268
$36.2K 0.01%
+200
269
$35.3K 0.01%
+500
270
$35.1K 0.01%
+500
271
$34.3K 0.01%
+1,028
272
$31.2K 0.01%
+1,601
273
$29.4K 0.01%
+815
274
$27.9K ﹤0.01%
+400
275
$27.8K ﹤0.01%
+553
9 10
11
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