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
451
$13.9K ﹤0.01%
92
-30
452
$13.8K ﹤0.01%
1,300
453
$13.7K ﹤0.01%
265
-132
454
$13.7K ﹤0.01%
300
455
$13.5K ﹤0.01%
400
-42
456
$13.4K ﹤0.01%
1,200
457
$13.3K ﹤0.01%
131
458
$13.3K ﹤0.01%
120
-1,874
459
$13.2K ﹤0.01%
454
460
$12.5K ﹤0.01%
225
461
$12.4K ﹤0.01%
62
462
$12.4K ﹤0.01%
71
463
$12.3K ﹤0.01%
138
464
$11.8K ﹤0.01%
578
465
$11.5K ﹤0.01%
100
466
$11.3K ﹤0.01%
341
+141
467
$11.3K ﹤0.01%
294
468
$11.2K ﹤0.01%
105
469
$10.9K ﹤0.01%
88
470
$10.8K ﹤0.01%
57
471
$10.6K ﹤0.01%
+260
472
$10.3K ﹤0.01%
+178
473
$10.1K ﹤0.01%
50
474
$10K ﹤0.01%
500
475
$9.88K ﹤0.01%
100
17 18
19
20 21