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
$314M
AUM Growth
+$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Sells

1 +$9.25M
2 +$1.52M
3 +$1.17M
4
BAX icon
Baxter International
BAX
+$935K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$716K

Sector Composition

1 Financials 17.74%
2 Healthcare 11.08%
3 Technology 8.58%
4 Consumer Staples 7.97%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$9K ﹤0.01%
+151
427
$9K ﹤0.01%
132
+75
428
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+60
429
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150
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348
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$8K ﹤0.01%
600
432
$8K ﹤0.01%
139
433
$8K ﹤0.01%
382
434
$7K ﹤0.01%
+120
435
$7K ﹤0.01%
+190
436
$7K ﹤0.01%
92
-358
437
$7K ﹤0.01%
350
-750
438
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+131
439
$7K ﹤0.01%
107
440
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156
441
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744
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$7K ﹤0.01%
51
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206
445
$7K ﹤0.01%
112
-918
446
$6K ﹤0.01%
99
447
$6K ﹤0.01%
+60
448
$6K ﹤0.01%
74
449
$6K ﹤0.01%
+15
450
$6K ﹤0.01%
204