TF

Tompkins Financial Portfolio holdings

AUM $1.2B
1-Year Est. Return 15.49%
This Quarter Est. Return
1 Year Est. Return
+15.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$2.74M
3
+$1.77M
4
WMT icon
Walmart
WMT
+$1.26M
5
MA icon
Mastercard
MA
+$766K

Top Sells

1
+$40.3M
2
+$24.1M
3
+$8.45M
4
TFC icon
Truist Financial
TFC
+$2.87M
5
MMM icon
3M
MMM
+$2.57M

Sector Composition

1 Financials 15.49%
2 Technology 10.6%
3 Healthcare 7.61%
4 Consumer Discretionary 5.25%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$37K 0.01%
+303
252
$37K 0.01%
361
253
$37K 0.01%
1,360
254
$36K 0.01%
400
-44
255
$36K 0.01%
549
256
$36K 0.01%
1,181
257
$35K 0.01%
425
258
$35K 0.01%
189
259
$35K 0.01%
711
260
$34K 0.01%
432
261
$34K 0.01%
574
262
$33K 0.01%
414
263
$32K 0.01%
157
264
$32K 0.01%
344
265
$31K 0.01%
1,000
266
$31K 0.01%
1,100
267
$31K 0.01%
350
268
$31K 0.01%
260
269
$30K 0.01%
563
270
$30K 0.01%
+988
271
$30K 0.01%
225
272
$30K 0.01%
550
273
$29K 0.01%
230
-220
274
$29K 0.01%
578
275
$29K 0.01%
252
-124
9 10
11
12 13