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
276
$27K ﹤0.01%
+356
277
$24.7K ﹤0.01%
+825
278
$24.4K ﹤0.01%
+147
279
$23.8K ﹤0.01%
+233
280
$23.5K ﹤0.01%
+1,000
281
$22.3K ﹤0.01%
+441
282
$22.3K ﹤0.01%
+200
283
$22K ﹤0.01%
+787
284
$21.5K ﹤0.01%
+220
285
$21.1K ﹤0.01%
+109
286
$20.9K ﹤0.01%
+1,070
287
$20.8K ﹤0.01%
+1,000
288
$20.1K ﹤0.01%
+1,000
289
$20.1K ﹤0.01%
+204
290
$19.9K ﹤0.01%
+48
291
$19.8K ﹤0.01%
+649
292
$19K ﹤0.01%
+57
293
$18.4K ﹤0.01%
+90
294
$18.1K ﹤0.01%
+48
295
$17.2K ﹤0.01%
+150
296
$17.2K ﹤0.01%
+354
297
$16.5K ﹤0.01%
+200
298
$16.5K ﹤0.01%
+550
299
$16.3K ﹤0.01%
+1,080
300
$16.3K ﹤0.01%
+900
10 11
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