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
351
$19.4K ﹤0.01%
+1,000
352
$19.2K ﹤0.01%
649
353
$19K ﹤0.01%
438
354
$19K ﹤0.01%
+800
355
$18.9K ﹤0.01%
356
356
$18.8K ﹤0.01%
+4,000
357
$18.8K ﹤0.01%
108
358
$18.4K ﹤0.01%
150
359
$18.1K ﹤0.01%
538
360
$17.4K ﹤0.01%
354
361
$17.2K ﹤0.01%
50
362
$16.9K ﹤0.01%
200
363
$16.2K ﹤0.01%
109
364
$15.9K ﹤0.01%
127
+13
365
$15.5K ﹤0.01%
77
366
$15.1K ﹤0.01%
394
367
$15.1K ﹤0.01%
325
-4,432
368
$14.6K ﹤0.01%
59
369
$14.6K ﹤0.01%
296
+37
370
$14.3K ﹤0.01%
157
371
$14.2K ﹤0.01%
540
-10
372
$14.2K ﹤0.01%
557
373
$13.6K ﹤0.01%
100
374
$13.5K ﹤0.01%
244
375
$13.5K ﹤0.01%
28
13 14
15
16 17