TF

Tompkins Financial Portfolio holdings

AUM $1.29B
1-Year Est. Return 17.96%
This Quarter Est. Return
1 Year Est. Return
+17.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$2.74M
3
+$1.77M
4
WMT icon
Walmart Inc
WMT
+$1.26M
5
MA icon
Mastercard
MA
+$766K

Top Sells

1
+$40.3M
2
+$24.1M
3
+$8.45M
4
TFC icon
Truist Financial
TFC
+$2.87M
5
MMM icon
3M
MMM
+$2.57M

Sector Composition

1 Financials 15.49%
2 Technology 10.6%
3 Healthcare 7.61%
4 Consumer Discretionary 5.25%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
2
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