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
$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
451
$6K ﹤0.01%
120
452
$6K ﹤0.01%
337
453
$6K ﹤0.01%
+32
454
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378
+130
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$5K ﹤0.01%
+55
457
$5K ﹤0.01%
331
458
$5K ﹤0.01%
+75
459
$5K ﹤0.01%
27
460
$5K ﹤0.01%
274
461
$5K ﹤0.01%
67
462
$5K ﹤0.01%
+270
463
$5K ﹤0.01%
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+90
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466
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+300
467
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+11
468
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469
$5K ﹤0.01%
107
470
$4K ﹤0.01%
111
471
$4K ﹤0.01%
+49
472
$4K ﹤0.01%
144
-2,796
473
$4K ﹤0.01%
+52
474
$4K ﹤0.01%
251
475
$4K ﹤0.01%
75