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
$709M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$77.4M
2
+$6.56M
3
+$5.56M
4
ABBV icon
AbbVie
ABBV
+$4.35M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.99M

Top Sells

1
+$1.2M
2
+$905K
3
+$665K
4
DHR icon
Danaher
DHR
+$510K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$451K

Sector Composition

1 Financials 22.06%
2 Technology 17.71%
3 Healthcare 10.53%
4 Consumer Staples 7.16%
5 Industrials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$86K 0.01%
+1,944
302
$86K 0.01%
675
+423
303
$85K 0.01%
+500
304
$84K 0.01%
1,294
305
$84K 0.01%
750
306
$83K 0.01%
+3,150
307
$78K 0.01%
+3,000
308
$78K 0.01%
254
309
$78K 0.01%
+10,000
310
$76K 0.01%
4,552
311
$76K 0.01%
+426
312
$74K 0.01%
+2,000
313
$74K 0.01%
+2,035
314
$72K 0.01%
+900
315
$70K 0.01%
+388
316
$70K 0.01%
+1,500
317
$69K 0.01%
1,505
+205
318
$69K 0.01%
+2,000
319
$69K 0.01%
+5,880
320
$68K 0.01%
875
+227
321
$68K 0.01%
2,439
322
$68K 0.01%
+900
323
$67K 0.01%
+750
324
$66K 0.01%
+480
325
$66K 0.01%
1,200
11 12
13
14 15