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
$309M
AUM Growth
-$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1 +$1.55M
2 +$1.26M
3 +$1.13M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$985K
5
MA icon
Mastercard
MA
+$608K

Top Sells

1 +$36.5M
2 +$1.38M
3 +$1.16M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$805K
5
AXP icon
American Express
AXP
+$579K

Sector Composition

1 Financials 17.1%
2 Healthcare 10.88%
3 Technology 8.55%
4 Consumer Staples 7.21%
5 Industrials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$9K ﹤0.01%
870
427
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449
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+600