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
$593M
AUM Growth
-$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Sells

1 +$984K
2 +$829K
3 +$587K
4
MSFT icon
Microsoft
MSFT
+$567K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$474K

Sector Composition

1 Financials 22.83%
2 Technology 15.03%
3 Healthcare 11.24%
4 Consumer Staples 7.54%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$10K ﹤0.01%
965
477
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+573
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400
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+300
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380
+21
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500
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247