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
251
$58.1K 0.01%
1,000
252
$57.8K 0.01%
1,403
253
$56.7K 0.01%
1,116
254
$55.5K 0.01%
3,000
255
$55K 0.01%
3,000
256
$54.6K 0.01%
656
257
$53.9K 0.01%
96
258
$52.9K 0.01%
833
259
$52K 0.01%
805
260
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1,144
261
$51.3K 0.01%
3,000
262
$49.7K 0.01%
2,000
263
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+2,000
264
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265
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266
$48.8K 0.01%
3,100
267
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268
$48.6K 0.01%
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269
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271
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272
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273
$47K 0.01%
275
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3,000
275
$46.9K 0.01%
100
9 10
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12 13