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
$616M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$3.49M
3
+$2.6M
4
BFH icon
Bread Financial
BFH
+$2.09M
5
ZION icon
Zions Bancorporation
ZION
+$1.47M

Top Sells

1
+$4.67M
2
+$4.4M
3
+$3.57M
4
CCK icon
Crown Holdings
CCK
+$2.2M
5
FISV
Fiserv Inc
FISV
+$2.16M

Sector Composition

1 Technology 22.72%
2 Financials 18.26%
3 Healthcare 16.19%
4 Industrials 10.33%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5.4K ﹤0.01%
375
352
$5.34K ﹤0.01%
65
353
$5.2K ﹤0.01%
+36
354
$5.18K ﹤0.01%
250
355
$5.17K ﹤0.01%
40
356
$5.1K ﹤0.01%
35
357
$4.98K ﹤0.01%
+92
358
$4.71K ﹤0.01%
250
359
$4.5K ﹤0.01%
62
360
$3.73K ﹤0.01%
100
361
$3.63K ﹤0.01%
+150
362
$3.31K ﹤0.01%
89
363
$3.26K ﹤0.01%
200
364
$3.18K ﹤0.01%
+60
365
$3.13K ﹤0.01%
31
366
$2.93K ﹤0.01%
166
367
$2.89K ﹤0.01%
1,000
368
$2.77K ﹤0.01%
20
369
$2.62K ﹤0.01%
+97
370
$2.58K ﹤0.01%
40
371
$2.18K ﹤0.01%
+278
372
$1.71K ﹤0.01%
82
373
$1.69K ﹤0.01%
100
374
$1.4K ﹤0.01%
40
375
$1.35K ﹤0.01%
32
13 14
15
16 17