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
$667M
AUM Growth
-$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$5.48M
3
+$4.24M
4
VTRS icon
Viatris
VTRS
+$3.23M
5
AMT icon
American Tower
AMT
+$3.15M

Top Sells

1
+$7.54M
2
+$5.61M
3
+$4.89M
4
META icon
Meta Platforms (Facebook)
META
+$2.37M
5
MCK icon
McKesson
MCK
+$1.58M

Sector Composition

1 Technology 21.24%
2 Healthcare 17.53%
3 Financials 16.22%
4 Communication Services 10.7%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$19.5K ﹤0.01%
38
352
$19K ﹤0.01%
75
353
$18.4K ﹤0.01%
1,000
354
$18K ﹤0.01%
244
355
$18K ﹤0.01%
38,467
356
$18K ﹤0.01%
1,000
357
$17.9K ﹤0.01%
1,000
358
$17.8K ﹤0.01%
354
359
$17.5K ﹤0.01%
36
360
$17.4K ﹤0.01%
1,000
361
$17K ﹤0.01%
1,080
362
$16.9K ﹤0.01%
325
363
$15.8K ﹤0.01%
55
364
$15.7K ﹤0.01%
394
365
$15.4K ﹤0.01%
30
366
$15.3K ﹤0.01%
186
367
$15.1K ﹤0.01%
200
368
$15K ﹤0.01%
500
369
$14.6K ﹤0.01%
557
370
$13.4K ﹤0.01%
167
371
$12.9K ﹤0.01%
100
372
$12.7K ﹤0.01%
38
373
$12.4K ﹤0.01%
2,462
374
$12.1K ﹤0.01%
128
375
$12K ﹤0.01%
109
13 14
15
16 17