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
301
$73.5K 0.01%
524
+24
302
$72.1K 0.01%
1,000
303
$72K 0.01%
533
304
$71.1K 0.01%
1,556
305
$70.8K 0.01%
1,300
306
$70.5K 0.01%
+2,000
307
$70K 0.01%
1,560
308
$70K 0.01%
1,379
-2,500
309
$69.4K 0.01%
267
+81
310
$68K 0.01%
630
311
$65K 0.01%
1,685
+300
312
$63.1K 0.01%
2,524
313
$62.6K 0.01%
+250
314
$60.2K 0.01%
680
315
$59.6K 0.01%
+5,000
316
$59.5K 0.01%
+2,000
317
$58.3K 0.01%
291
318
$57.6K 0.01%
1,141
-122
319
$56.6K 0.01%
1,790
-960
320
$55.8K 0.01%
1,232
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321
$55.2K 0.01%
2,000
322
$54.7K 0.01%
199
-505
323
$54.5K 0.01%
189
324
$53.3K 0.01%
1,114
325
$53.2K 0.01%
2,212
11 12
13
14 15