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
$700M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$1.67M
3
+$1.54M
4
OI icon
O-I Glass
OI
+$1.22M
5
UNH icon
UnitedHealth
UNH
+$841K

Top Sells

1
+$6.63M
2
+$2.82M
3
+$1.59M
4
TSN icon
Tyson Foods
TSN
+$754K
5
AAPL icon
Apple
AAPL
+$502K

Sector Composition

1 Technology 21.38%
2 Healthcare 16.91%
3 Financials 16.47%
4 Communication Services 10.12%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$96.6K 0.01%
16,350
202
$94.8K 0.01%
234
203
$93.1K 0.01%
1,975
204
$90K 0.01%
1,764
205
$89.4K 0.01%
395
206
$88.2K 0.01%
1,615
207
$88.1K 0.01%
2,100
208
$83.2K 0.01%
1,416
209
$81.7K 0.01%
3,000
210
$79.5K 0.01%
805
211
$79.2K 0.01%
1,073
212
$78.7K 0.01%
171
-50
213
$75.4K 0.01%
1,061
214
$74.8K 0.01%
1,963
215
$74.5K 0.01%
300
216
$74.2K 0.01%
3,000
217
$73.6K 0.01%
833
218
$71K 0.01%
1,582
219
$70.2K 0.01%
2,780
220
$69.2K 0.01%
3,000
221
$68.6K 0.01%
879
222
$68.3K 0.01%
422
223
$67.7K 0.01%
3,000
224
$64.7K 0.01%
3,100
225
$63.5K 0.01%
3,000
7 8
9
10 11