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
$399M
AUM Growth
-$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1 +$28.9M
2 +$3.74M
3 +$2.36M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.21M
5
PEP icon
PepsiCo
PEP
+$1.4M

Top Sells

1 +$35.9M
2 +$10.2M
3 +$2.02M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.75M
5
PM icon
Philip Morris
PM
+$1.28M

Sector Composition

1 Financials 12.44%
2 Healthcare 9.39%
3 Technology 7.94%
4 Industrials 5.33%
5 Consumer Staples 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$5K ﹤0.01%
57
-47
477
$5K ﹤0.01%
+450
478
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45
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107
480
$4K ﹤0.01%
+248
481
$4K ﹤0.01%
375
482
$4K ﹤0.01%
88
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110
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100
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487
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488
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70
489
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490
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400
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$4K ﹤0.01%
191
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$4K ﹤0.01%
500
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+125
494
$4K ﹤0.01%
107
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58
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$4K ﹤0.01%
+62
497
$3K ﹤0.01%
111
498
$3K ﹤0.01%
170
499
$3K ﹤0.01%
40
500
$3K ﹤0.01%
371
+187