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
$464M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.34M
3
+$2.48M
4
DHR icon
Danaher
DHR
+$913K
5
TJX icon
TJX Companies
TJX
+$834K

Top Sells

1
+$10.8M
2
+$2.55M
3
+$1.27M
4
BUD icon
AB InBev
BUD
+$924K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$548K

Sector Composition

1 Financials 16.11%
2 Technology 10.13%
3 Healthcare 7.15%
4 Industrials 5.05%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$39K 0.01%
+1,000
277
$38K 0.01%
432
278
$36K 0.01%
1,211
-1,483
279
$36K 0.01%
350
+150
280
$36K 0.01%
470
281
$35K 0.01%
295
282
$35K 0.01%
432
283
$35K 0.01%
340
284
$34K 0.01%
500
285
$34K 0.01%
1,200
286
$34K 0.01%
1,121
287
$34K 0.01%
400
288
$33K 0.01%
345
289
$33K 0.01%
+1,000
290
$33K 0.01%
490
291
$33K 0.01%
336
292
$32K 0.01%
285
293
$32K 0.01%
+308
294
$32K 0.01%
860
295
$32K 0.01%
+161
296
$32K 0.01%
515
297
$32K 0.01%
810
298
$32K 0.01%
+322
299
$31K 0.01%
295
300
$31K 0.01%
191
10 11
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