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
351
$45.6K ﹤0.01%
585
-237
352
$44.4K ﹤0.01%
367
+140
353
$44.2K ﹤0.01%
2,000
354
$44.2K ﹤0.01%
115
355
$43.1K ﹤0.01%
500
356
$42.7K ﹤0.01%
260
357
$41.9K ﹤0.01%
300
358
$41.6K ﹤0.01%
500
359
$41.4K ﹤0.01%
+1,200
360
$41K ﹤0.01%
383
361
$40.3K ﹤0.01%
2,000
362
$39.7K ﹤0.01%
1,016
363
$38K ﹤0.01%
140
364
$37.7K ﹤0.01%
400
365
$37.4K ﹤0.01%
350
366
$37.2K ﹤0.01%
333
-1,600
367
$37.2K ﹤0.01%
139
368
$37.1K ﹤0.01%
395
369
$36.7K ﹤0.01%
638
-102
370
$36.6K ﹤0.01%
2,962
371
$36.2K ﹤0.01%
150
+46
372
$32.3K ﹤0.01%
180
-58
373
$32.3K ﹤0.01%
590
374
$32.2K ﹤0.01%
1,000
375
$31.3K ﹤0.01%
974
13 14
15
16 17