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
$1.04B
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.85M
3
+$5.37M
4
WBS icon
Webster Financial
WBS
+$4.11M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.06M

Top Sells

1
+$7.16M
2
+$1.74M
3
+$1.65M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.2M
5
TER icon
Teradyne
TER
+$1.03M

Sector Composition

1 Technology 16.54%
2 Financials 14.22%
3 Healthcare 9.82%
4 Consumer Staples 6.85%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$18.1K ﹤0.01%
+277
427
$18K ﹤0.01%
167
-52
428
$17.9K ﹤0.01%
+1,145
429
$17.7K ﹤0.01%
250
430
$17.6K ﹤0.01%
97
431
$17.5K ﹤0.01%
293
-696
432
$17.2K ﹤0.01%
266
433
$17.1K ﹤0.01%
1,473
-490
434
$17K ﹤0.01%
289
+226
435
$16.7K ﹤0.01%
20
436
$15.8K ﹤0.01%
200
437
$15.7K ﹤0.01%
81
438
$15.4K ﹤0.01%
+370
439
$15.3K ﹤0.01%
1,200
440
$15.2K ﹤0.01%
661
+9
441
$15.2K ﹤0.01%
227
+217
442
$15.1K ﹤0.01%
247
443
$15K ﹤0.01%
1,500
-518
444
$14.9K ﹤0.01%
+24
445
$14.4K ﹤0.01%
+75
446
$14.2K ﹤0.01%
90
447
$14.2K ﹤0.01%
300
448
$14.1K ﹤0.01%
128
449
$14.1K ﹤0.01%
300
450
$14K ﹤0.01%
128
16 17
18
19 20