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
326
$10.6K ﹤0.01%
+74
327
$10.5K ﹤0.01%
+350
328
$10.1K ﹤0.01%
+2,462
329
$10.1K ﹤0.01%
+167
330
$10K ﹤0.01%
+34
331
$9.82K ﹤0.01%
+244
332
$9.32K ﹤0.01%
+100
333
$8.93K ﹤0.01%
+500
334
$8.63K ﹤0.01%
+100
335
$8.46K ﹤0.01%
+97
336
$8.37K ﹤0.01%
+3,194
337
$7.87K ﹤0.01%
+50
338
$7.8K ﹤0.01%
+250
339
$7.07K ﹤0.01%
+82
340
$6.97K ﹤0.01%
700
-51,505
341
$6.62K ﹤0.01%
+50
342
$6.41K ﹤0.01%
+300
343
$6.19K ﹤0.01%
+68
344
$6.13K ﹤0.01%
+134
345
$6.08K ﹤0.01%
+100
346
$6.02K ﹤0.01%
+250
347
$5.66K ﹤0.01%
+67
348
$5.52K ﹤0.01%
+40
349
$5.37K ﹤0.01%
+375
350
$5.2K ﹤0.01%
+40
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