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
$639M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1 +$19.7M
2 +$4.45M
3 +$837K
4
WMT icon
Walmart Inc
WMT
+$739K
5
WSO icon
Watsco Inc
WSO
+$381K

Top Sells

1 +$4.4M
2 +$3.21M
3 +$1.6M
4
MSFT icon
Microsoft
MSFT
+$1.44M
5
LLY icon
Eli Lilly
LLY
+$1.41M

Sector Composition

1 Technology 18.88%
2 Financials 18.35%
3 Healthcare 11.5%
4 Consumer Staples 8%
5 Consumer Discretionary 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$13.5K ﹤0.01%
510
452
$13.4K ﹤0.01%
1,025
453
$13K ﹤0.01%
133
-189
454
$12.9K ﹤0.01%
965
455
$12.9K ﹤0.01%
400
456
$12.3K ﹤0.01%
400
457
$12.2K ﹤0.01%
156
-127
458
$12.2K ﹤0.01%
477
459
$12.1K ﹤0.01%
43
460
$12K ﹤0.01%
128
461
$11.9K ﹤0.01%
850
462
$11.6K ﹤0.01%
362
463
$11.4K ﹤0.01%
397
464
$11.3K ﹤0.01%
1,000
465
$11.3K ﹤0.01%
300
466
$11.2K ﹤0.01%
294
467
$11.2K ﹤0.01%
573
468
$11.1K ﹤0.01%
100
469
$10.8K ﹤0.01%
144
470
$10.8K ﹤0.01%
300
471
$10.7K ﹤0.01%
87
472
$10.7K ﹤0.01%
247
473
$10.5K ﹤0.01%
400
474
$10.3K ﹤0.01%
100
475
$10.3K ﹤0.01%
1,010