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
426
$2.15K ﹤0.01%
250
427
$2.12K ﹤0.01%
8
428
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50
429
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100
430
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30
431
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100
432
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1,000
433
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900
434
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435
$1.35K ﹤0.01%
500
436
$1.3K ﹤0.01%
7
+1
437
$1.27K ﹤0.01%
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438
$1.22K ﹤0.01%
82
439
$1.07K ﹤0.01%
500
440
$975 ﹤0.01%
10
441
$941 ﹤0.01%
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$917 ﹤0.01%
46
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734
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$833 ﹤0.01%
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447
$799 ﹤0.01%
44
448
$776 ﹤0.01%
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449
$722 ﹤0.01%
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450
$663 ﹤0.01%
6
16 17
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19 20