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
326
$53.1K 0.01%
392
327
$52.9K 0.01%
+450
328
$52.8K 0.01%
2,051
329
$52.6K 0.01%
1,974
330
$52.3K 0.01%
542
331
$52.2K 0.01%
600
332
$52.1K 0.01%
1,048
-405
333
$51.4K ﹤0.01%
2,102
334
$51.4K ﹤0.01%
368
+80
335
$50.9K ﹤0.01%
1,650
336
$50.6K ﹤0.01%
308
337
$50.3K ﹤0.01%
722
-587
338
$49.8K ﹤0.01%
619
339
$49.4K ﹤0.01%
500
340
$49.2K ﹤0.01%
1,067
341
$47.8K ﹤0.01%
1,400
342
$47.1K ﹤0.01%
421
343
$46.9K ﹤0.01%
525
344
$46.7K ﹤0.01%
1,200
345
$46.7K ﹤0.01%
1,488
346
$46.6K ﹤0.01%
600
347
$46.6K ﹤0.01%
1,140
348
$45.7K ﹤0.01%
1,555
349
$45.7K ﹤0.01%
999
350
$45.7K ﹤0.01%
2,387
-25
12 13
14
15 16