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
$358M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Sells

1 +$446K
2 +$348K
3 +$248K
4
AXP icon
American Express
AXP
+$230K
5
UPS icon
United Parcel Service
UPS
+$227K

Sector Composition

1 Financials 12.38%
2 Technology 7.94%
3 Healthcare 7.12%
4 Energy 5%
5 Consumer Staples 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$10K ﹤0.01%
500
402
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+154
403
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500
404
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405
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1,000
406
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408
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$8K ﹤0.01%
900
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$8K ﹤0.01%
100
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$8K ﹤0.01%
+170
413
$8K ﹤0.01%
500
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416
$7K ﹤0.01%
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200
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$6K ﹤0.01%
123
-58
422
$6K ﹤0.01%
300
423
$6K ﹤0.01%
+108
424
$6K ﹤0.01%
500
425
$5K ﹤0.01%
+400