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
301
$16.3K ﹤0.01%
+108
302
$16.1K ﹤0.01%
+168
303
$15.8K ﹤0.01%
+1,600
304
$15.5K ﹤0.01%
+200
305
$15.3K ﹤0.01%
+200
306
$14.8K ﹤0.01%
+64
307
$14.7K ﹤0.01%
826
-93,321
308
$14.6K ﹤0.01%
+59
309
$14.4K ﹤0.01%
+1,769
310
$14.3K ﹤0.01%
+200
311
$14K ﹤0.01%
+480
312
$13.9K ﹤0.01%
+350
313
$13.4K ﹤0.01%
+500
314
$13.2K ﹤0.01%
+747
315
$12.8K ﹤0.01%
+557
316
$12.5K ﹤0.01%
+50
317
$12.5K ﹤0.01%
+198
318
$12.2K ﹤0.01%
+98
319
$12.2K ﹤0.01%
+50
320
$12.1K ﹤0.01%
+438
321
$12K ﹤0.01%
+215
322
$11.8K ﹤0.01%
+71
323
$11.5K ﹤0.01%
+25
324
$11.2K ﹤0.01%
+700
325
$11.1K ﹤0.01%
+877
11 12
13
14 15