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
$316M
AUM Growth
+$2.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.11M
3
+$1.8M
4
EXC icon
Exelon
EXC
+$1.05M
5
WMT icon
Walmart
WMT
+$997K

Top Sells

1
+$1.85M
2
+$1.6M
3
+$1.39M
4
COP icon
ConocoPhillips
COP
+$1.3M
5
TGT icon
Target
TGT
+$1.02M

Sector Composition

1 Financials 18.23%
2 Healthcare 9.95%
3 Consumer Staples 8.59%
4 Technology 7.95%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9K ﹤0.01%
744
402
$9K ﹤0.01%
+564
403
$9K ﹤0.01%
139
404
$9K ﹤0.01%
607
+229
405
$8K ﹤0.01%
+75
406
$8K ﹤0.01%
348
407
$8K ﹤0.01%
450
-72
408
$8K ﹤0.01%
107
409
$8K ﹤0.01%
+498
410
$8K ﹤0.01%
480
+210
411
$8K ﹤0.01%
136
+46
412
$8K ﹤0.01%
+6
413
$8K ﹤0.01%
+355
414
$8K ﹤0.01%
+400
415
$8K ﹤0.01%
112
416
$7K ﹤0.01%
505
+174
417
$7K ﹤0.01%
86
-49
418
$7K ﹤0.01%
120
419
$7K ﹤0.01%
+484
420
$7K ﹤0.01%
100
421
$7K ﹤0.01%
51
422
$7K ﹤0.01%
600
423
$7K ﹤0.01%
206
424
$7K ﹤0.01%
75
-100
425
$7K ﹤0.01%
261
15 16
17
18 19