TIM

Thompson Investment Management Portfolio holdings

AUM $798M
1-Year Est. Return 29.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.98%
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
+$5.38M
2
+$4.37M
3
+$2.78M
4
GEHC icon
GE HealthCare
GEHC
+$2.74M
5
V icon
Visa
V
+$2.38M

Top Sells

1
+$5.5M
2
+$4.35M
3
+$3.66M
4
OSK icon
Oshkosh
OSK
+$2.34M
5
META icon
Meta Platforms (Facebook)
META
+$2.3M

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
351
$4.75K ﹤0.01%
+150
352
$4.58K ﹤0.01%
+65
353
$4.52K ﹤0.01%
+35
354
$4.43K ﹤0.01%
+62
355
$4.27K ﹤0.01%
+250
356
$4.06K ﹤0.01%
+200
357
$3.4K ﹤0.01%
+89
358
$3.22K ﹤0.01%
+24
359
$3.2K ﹤0.01%
+100
360
$3.03K ﹤0.01%
+166
361
$2.89K ﹤0.01%
+1,000
362
$2.85K ﹤0.01%
+31
363
$2.64K ﹤0.01%
+20
364
$1.93K ﹤0.01%
+82
365
$1.92K ﹤0.01%
+40
366
$1.86K ﹤0.01%
+100
367
$1.55K ﹤0.01%
+32
368
$1.53K ﹤0.01%
+40
369
$1.52K ﹤0.01%
+160
370
$1.4K ﹤0.01%
+734
371
$1.22K ﹤0.01%
+14
372
$794 ﹤0.01%
+11
373
$734 ﹤0.01%
+20
374
$688 ﹤0.01%
+9
375
$612 ﹤0.01%
+250
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