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
201
$103K 0.02%
+2,100
202
$99.7K 0.02%
+2,003
203
$98.6K 0.02%
+1,799
204
$97.4K 0.02%
+2,384
205
$96.7K 0.02%
+1,863
206
$95.7K 0.02%
+1,431
207
$95K 0.02%
+805
208
$94.7K 0.02%
+1,555
209
$94K 0.02%
+2,642
210
$93K 0.02%
+1,000
211
$91.5K 0.02%
+1,071
212
$91.1K 0.02%
+1,975
213
$87.8K 0.01%
+1,455
214
$85.8K 0.01%
+440
215
$85.6K 0.01%
+1,603
216
$85.2K 0.01%
+2,191
217
$79.7K 0.01%
11,390
218
$78.1K 0.01%
+190
219
$77.7K 0.01%
+1,431
220
$76.6K 0.01%
+2,578
221
$76.4K 0.01%
+4,366
222
$70.2K 0.01%
+234
223
$67.2K 0.01%
+548
224
$65.3K 0.01%
+1,464
225
$65.1K 0.01%
+2,000
7 8
9
10 11