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
251
$50.7K 0.01%
1,116
252
$50.5K 0.01%
+2,696
253
$50.5K 0.01%
+2,000
254
$50.2K 0.01%
+2,000
255
$49.8K 0.01%
+2,000
256
$49.4K 0.01%
+2,000
257
$48.3K 0.01%
+3,000
258
$48K 0.01%
+2,000
259
$48K 0.01%
+2,000
260
$48K 0.01%
500
261
$47.9K 0.01%
2,068
+504
262
$47.5K 0.01%
+2,000
263
$47.4K 0.01%
445
+84
264
$47.2K 0.01%
+2,000
265
$46.6K 0.01%
+158
266
$46.5K 0.01%
+2,000
267
$45.8K 0.01%
+2,000
268
$45.8K 0.01%
+2,000
269
$45.1K 0.01%
250
-250
270
$43.7K 0.01%
385
+371
271
$43.6K 0.01%
+2,000
272
$43.1K 0.01%
+1,800
273
$43K 0.01%
+2,000
274
$42.6K 0.01%
400
275
$42.6K 0.01%
171
9 10
11
12 13