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
276
$42.5K 0.01%
+1,850
277
$42.2K 0.01%
1,000
278
$41.3K 0.01%
104
279
$41.2K 0.01%
964
280
$41.1K 0.01%
100
281
$40.7K 0.01%
+2,000
282
$40.5K 0.01%
350
283
$40.2K 0.01%
+2,000
284
$39.9K 0.01%
291
285
$39.8K 0.01%
463
286
$39K 0.01%
+2,000
287
$38.9K 0.01%
+2,000
288
$38.8K 0.01%
506
289
$38.8K 0.01%
+2,000
290
$38.7K 0.01%
+2,000
291
$38.6K 0.01%
+2,000
292
$37.9K 0.01%
+2,000
293
$37.8K 0.01%
+83
294
$37.3K 0.01%
+71
295
$37K 0.01%
425
296
$36.6K 0.01%
+2,000
297
$36.5K 0.01%
395
298
$35.7K 0.01%
343
299
$35.3K 0.01%
+1,500
300
$34.9K 0.01%
+225
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