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
$591M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.75M
3
+$3.15M
4
PFE icon
Pfizer
PFE
+$2.63M
5
V icon
Visa
V
+$2.41M

Top Sells

1
+$6.28M
2
+$3.86M
3
+$3.76M
4
META icon
Meta Platforms (Facebook)
META
+$2.86M
5
OSK icon
Oshkosh
OSK
+$2.15M

Sector Composition

1 Technology 22.34%
2 Financials 17.25%
3 Healthcare 16.22%
4 Industrials 10.53%
5 Communication Services 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.17M 1.21%
46,231
+2,373
27
$7.16M 1.21%
15,158
+2,519
28
$7.11M 1.2%
95,671
+13,800
29
$7.07M 1.2%
31,368
+10,692
30
$6.69M 1.13%
220,585
+9,866
31
$6.49M 1.1%
75,842
-84
32
$6.31M 1.07%
325,891
+193,656
33
$6.19M 1.05%
139,405
+3,768
34
$6.17M 1.04%
70,040
+6,944
35
$6.09M 1.03%
38,202
-1,393
36
$5.8M 0.98%
58,730
+10,307
37
$5.7M 0.96%
108,878
+73,441
38
$5.7M 0.96%
22,299
+3,674
39
$5.59M 0.95%
14,515
+169
40
$5.57M 0.94%
33,603
-322
41
$5.55M 0.94%
15,597
+498
42
$5.41M 0.92%
132,606
+64,440
43
$5.37M 0.91%
558,481
+7,435
44
$5.07M 0.86%
50,167
-1,071
45
$4.95M 0.84%
86,188
-65,387
46
$4.86M 0.82%
36,239
+1,911
47
$4.81M 0.81%
29,491
+275
48
$4.76M 0.81%
19,700
+519
49
$4.66M 0.79%
67,288
+4,365
50
$4.48M 0.76%
109,475
-740
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