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
$622M
AUM Growth
+$58.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1 +$6.23M
2 +$2.7M
3 +$2.13M
4
WBA
Walgreens Boots Alliance
WBA
+$1.75M
5
CALY
Callaway Golf Company
CALY
+$1.32M

Top Sells

1 +$2.7M
2 +$2.45M
3 +$2.26M
4
ADBE icon
Adobe
ADBE
+$2.14M
5
META icon
Meta Platforms (Facebook)
META
+$1.9M

Sector Composition

1 Technology 21.06%
2 Financials 19.5%
3 Healthcare 17.69%
4 Communication Services 9.91%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-500