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
476
$13K ﹤0.01%
128
477
$13K ﹤0.01%
+343
478
$12K ﹤0.01%
+247
479
$11K ﹤0.01%
246
480
$11K ﹤0.01%
+730
481
$11K ﹤0.01%
291
482
$11K ﹤0.01%
+196
483
$10K ﹤0.01%
+259
484
$10K ﹤0.01%
+400
485
$10K ﹤0.01%
+65
486
$10K ﹤0.01%
+578
487
$10K ﹤0.01%
88
488
$10K ﹤0.01%
+1,200
489
$9K ﹤0.01%
+1,350
490
$9K ﹤0.01%
264
+244
491
$9K ﹤0.01%
+39
492
$9K ﹤0.01%
+305
493
$9K ﹤0.01%
+400
494
$9K ﹤0.01%
+228
495
$9K ﹤0.01%
+720
496
$9K ﹤0.01%
+1,070
497
$8K ﹤0.01%
200
+100
498
$8K ﹤0.01%
57
499
$8K ﹤0.01%
34
500
$8K ﹤0.01%
94
18 19
20
21 22