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
251
$41.4K 0.01%
400
252
$41.4K 0.01%
500
253
$40.9K 0.01%
193
-68
254
$40.5K 0.01%
100
255
$40.2K 0.01%
456
-3
256
$40.1K 0.01%
1,000
257
$37.6K 0.01%
527
258
$36.9K 0.01%
291
259
$36.9K 0.01%
463
260
$36.8K 0.01%
395
261
$36.2K 0.01%
1,965
-205
262
$35.8K 0.01%
1,028
263
$35.6K 0.01%
104
264
$34.7K 0.01%
200
265
$34.3K 0.01%
343
-110
266
$34.2K 0.01%
444
267
$33.8K 0.01%
500
268
$32.5K 0.01%
1,666
+65
269
$31.8K 0.01%
553
270
$29.2K ﹤0.01%
400
271
$28.4K ﹤0.01%
175
-76
272
$28.1K ﹤0.01%
825
273
$27.5K ﹤0.01%
147
274
$26.9K ﹤0.01%
815
275
$25.4K ﹤0.01%
787
9 10
11
12 13