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
401
$29K ﹤0.01%
591
402
$29K ﹤0.01%
+1,130
403
$29K ﹤0.01%
330
-1,010
404
$29K ﹤0.01%
215
405
$28K ﹤0.01%
+400
406
$28K ﹤0.01%
+600
407
$27K ﹤0.01%
+1,000
408
$27K ﹤0.01%
544
-57
409
$27K ﹤0.01%
+1,384
410
$27K ﹤0.01%
+1,097
411
$26K ﹤0.01%
1,111
412
$26K ﹤0.01%
1,500
+700
413
$26K ﹤0.01%
465
+422
414
$25K ﹤0.01%
+600
415
$25K ﹤0.01%
+1,472
416
$25K ﹤0.01%
+660
417
$24K ﹤0.01%
+400
418
$24K ﹤0.01%
515
-52
419
$23K ﹤0.01%
+400
420
$23K ﹤0.01%
+930
421
$22K ﹤0.01%
+100
422
$22K ﹤0.01%
+751
423
$22K ﹤0.01%
+595
424
$22K ﹤0.01%
+300
425
$22K ﹤0.01%
+900
15 16
17
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