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
$1.04B
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.85M
3
+$5.37M
4
WBS icon
Webster Financial
WBS
+$4.11M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.06M

Top Sells

1
+$7.16M
2
+$1.74M
3
+$1.65M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.2M
5
TER icon
Teradyne
TER
+$1.03M

Sector Composition

1 Technology 16.54%
2 Financials 14.22%
3 Healthcare 9.82%
4 Consumer Staples 6.85%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$93.5K 0.01%
630
-1,260
277
$92.5K 0.01%
1,206
278
$92.1K 0.01%
2,547
279
$92K 0.01%
1,200
280
$90.2K 0.01%
1,000
281
$90K 0.01%
1,000
282
$90K 0.01%
154
+41
283
$89.4K 0.01%
588
-246
284
$87.8K 0.01%
850
-200
285
$87K 0.01%
500
286
$83.8K 0.01%
1,000
287
$82.5K 0.01%
4,552
288
$82.5K 0.01%
+500
289
$81K 0.01%
2,874
290
$77.4K 0.01%
+1,000
291
$77.2K 0.01%
2,000
292
$76.9K 0.01%
3,020
293
$76.6K 0.01%
1,060
-400
294
$76.5K 0.01%
426
295
$76.1K 0.01%
1,476
296
$75.9K 0.01%
1,200
297
$75.5K 0.01%
1,000
298
$74.8K 0.01%
600
299
$74.7K 0.01%
159
300
$73.7K 0.01%
2,400
10 11
12
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