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

Top Buys

1 +$5.94M
2 +$2.82M
3 +$2.36M
4
WBA
Walgreens Boots Alliance
WBA
+$2.04M
5
MODG icon
Topgolf Callaway Brands
MODG
+$1.48M

Top Sells

1 +$3M
2 +$2.45M
3 +$2.45M
4
ADBE icon
Adobe
ADBE
+$2.21M
5
META icon
Meta Platforms (Facebook)
META
+$2.07M

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
-10
427
-500