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
301
$35.4K 0.01%
2,000
302
$35.3K 0.01%
2,000
303
$35.2K 0.01%
1,375
304
$35.1K 0.01%
1,500
305
$34.5K 0.01%
2,000
306
$34.4K 0.01%
2,000
307
$34.2K 0.01%
2,000
308
$33.9K 0.01%
175
309
$33.3K 0.01%
350
310
$33K ﹤0.01%
964
311
$32.9K ﹤0.01%
2,000
312
$32.5K ﹤0.01%
2,000
313
$29.8K ﹤0.01%
45
314
$29.5K ﹤0.01%
1,200
315
$29.1K ﹤0.01%
146
316
$28.8K ﹤0.01%
280
317
$28.5K ﹤0.01%
139
318
$28.1K ﹤0.01%
1,250
319
$27.7K ﹤0.01%
1,198
320
$27.6K ﹤0.01%
1,200
321
$26.8K ﹤0.01%
64
322
$26.8K ﹤0.01%
225
323
$26.7K ﹤0.01%
1,000
324
$26.2K ﹤0.01%
183
325
$26.1K ﹤0.01%
1,250
11 12
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