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
$700M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$1.67M
3
+$1.54M
4
OI icon
O-I Glass
OI
+$1.22M
5
UNH icon
UnitedHealth
UNH
+$841K

Top Sells

1
+$6.63M
2
+$2.82M
3
+$1.59M
4
TSN icon
Tyson Foods
TSN
+$754K
5
AAPL icon
Apple
AAPL
+$502K

Sector Composition

1 Technology 21.38%
2 Healthcare 16.91%
3 Financials 16.47%
4 Communication Services 10.12%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$49K 0.01%
2,000
252
$48.8K 0.01%
2,000
253
$48.8K 0.01%
2,000
254
$48.6K 0.01%
463
255
$48.5K 0.01%
83
256
$47.7K 0.01%
2,000
257
$46.5K 0.01%
2,000
258
$45.9K 0.01%
280
259
$45.5K 0.01%
1,000
260
$45.3K 0.01%
1,800
261
$45.1K 0.01%
506
262
$44.5K 0.01%
350
263
$44.3K 0.01%
500
264
$44.2K 0.01%
2,000
265
$43.9K 0.01%
1,850
266
$43.4K 0.01%
2,000
267
$43.3K 0.01%
2,000
268
$43.2K 0.01%
2,000
269
$42.5K 0.01%
237
-46
270
$42.4K 0.01%
291
271
$42.3K 0.01%
2,000
272
$42.1K 0.01%
400
273
$42.1K 0.01%
385
274
$41.7K 0.01%
100
275
$40.8K 0.01%
104
9 10
11
12 13