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
376
$31K ﹤0.01%
600
377
$30.9K ﹤0.01%
624
-200
378
$30.7K ﹤0.01%
59
379
$30.3K ﹤0.01%
700
380
$29.6K ﹤0.01%
375
381
$29.5K ﹤0.01%
591
382
$29.4K ﹤0.01%
600
383
$29.2K ﹤0.01%
+175
384
$29.1K ﹤0.01%
600
385
$28.9K ﹤0.01%
3,505
-6,235
386
$28.7K ﹤0.01%
600
387
$28.7K ﹤0.01%
700
388
$28.6K ﹤0.01%
400
389
$28.5K ﹤0.01%
235
390
$28.1K ﹤0.01%
600
-127
391
$28K ﹤0.01%
1,111
392
$27.8K ﹤0.01%
500
393
$27.7K ﹤0.01%
790
394
$25.6K ﹤0.01%
1,106
395
$25.3K ﹤0.01%
73
-1,967
396
$24.6K ﹤0.01%
1,472
397
$24.4K ﹤0.01%
400
398
$24K ﹤0.01%
100
399
$23.4K ﹤0.01%
200
400
$22.9K ﹤0.01%
149
-13
14 15
16
17 18