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
376
$38K 0.01%
155
377
$37K 0.01%
+500
378
$37K 0.01%
3,432
+2,497
379
$37K 0.01%
+780
380
$36K 0.01%
+1,000
381
$36K 0.01%
+323
382
$36K 0.01%
+288
383
$35K ﹤0.01%
450
384
$35K ﹤0.01%
560
385
$35K ﹤0.01%
454
-171
386
$35K ﹤0.01%
+500
387
$35K ﹤0.01%
150
388
$34K ﹤0.01%
+400
389
$33K ﹤0.01%
600
390
$33K ﹤0.01%
+647
391
$33K ﹤0.01%
415
+1
392
$33K ﹤0.01%
672
-39
393
$32K ﹤0.01%
+235
394
$31K ﹤0.01%
+500
395
$31K ﹤0.01%
+1,500
396
$31K ﹤0.01%
1,376
397
$31K ﹤0.01%
+600
398
$30K ﹤0.01%
409
+69
399
$29K ﹤0.01%
+600
400
$29K ﹤0.01%
59
14 15
16
17 18