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
451
$16K ﹤0.01%
+300
452
$16K ﹤0.01%
250
+214
453
$16K ﹤0.01%
+266
454
$16K ﹤0.01%
+294
455
$16K ﹤0.01%
+180
456
$16K ﹤0.01%
92
457
$16K ﹤0.01%
+900
458
$15K ﹤0.01%
+440
459
$15K ﹤0.01%
+560
460
$15K ﹤0.01%
+397
461
$15K ﹤0.01%
+510
462
$14K ﹤0.01%
+785
463
$14K ﹤0.01%
+205
464
$14K ﹤0.01%
+300
465
$14K ﹤0.01%
+158
466
$14K ﹤0.01%
+76
467
$14K ﹤0.01%
+287
468
$14K ﹤0.01%
+1,063
469
$14K ﹤0.01%
+965
470
$14K ﹤0.01%
+399
471
$14K ﹤0.01%
+137
472
$14K ﹤0.01%
87
-13
473
$13K ﹤0.01%
+50
474
$13K ﹤0.01%
162
475
$13K ﹤0.01%
+100
17 18
19
20 21