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
326
$25.3K ﹤0.01%
+1,000
327
$25.1K ﹤0.01%
+1,000
328
$25.1K ﹤0.01%
+1,000
329
$24.9K ﹤0.01%
147
+29
330
$24.9K ﹤0.01%
+1,000
331
$24.6K ﹤0.01%
436
332
$24.5K ﹤0.01%
225
+110
333
$23.5K ﹤0.01%
+1,000
334
$23.5K ﹤0.01%
200
335
$22.9K ﹤0.01%
+1,000
336
$22.6K ﹤0.01%
441
337
$22.6K ﹤0.01%
505
338
$22.4K ﹤0.01%
+1,000
339
$22.1K ﹤0.01%
1,080
340
$21.8K ﹤0.01%
48
341
$21.5K ﹤0.01%
220
342
$21K ﹤0.01%
300
-25
343
$20.9K ﹤0.01%
+1,000
344
$20.6K ﹤0.01%
+1,000
345
$20.4K ﹤0.01%
+1,000
346
$20.1K ﹤0.01%
+1,000
347
$20.1K ﹤0.01%
+1,000
348
$20K ﹤0.01%
787
349
$19.8K ﹤0.01%
57
350
$19.4K ﹤0.01%
25
-25