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
176
$166K 0.03%
+536
177
$164K 0.03%
+4,795
178
$163K 0.03%
+8,471
179
$161K 0.03%
+4,726
180
$159K 0.03%
+625
181
$154K 0.03%
1,747
-761
182
$151K 0.03%
+1,800
183
$147K 0.02%
+2,120
184
$142K 0.02%
+5,569
185
$141K 0.02%
+716
186
$137K 0.02%
+1,562
187
$136K 0.02%
+2,760
188
$133K 0.02%
+7,354
189
$128K 0.02%
+5,940
190
$127K 0.02%
+1,131
191
$126K 0.02%
+7,195
192
$121K 0.02%
+1,250
193
$119K 0.02%
+4,416
194
$117K 0.02%
+400
195
$114K 0.02%
+2,900
196
$113K 0.02%
+1,000
197
$112K 0.02%
+2,714
198
$111K 0.02%
+2,820
199
$109K 0.02%
+1,416
200
$104K 0.02%
+935
6 7
8
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