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
476
$9.54K ﹤0.01%
215
-3,758
477
$9.53K ﹤0.01%
328
478
$9.37K ﹤0.01%
79
479
$9.21K ﹤0.01%
61
-47,437
480
$9.13K ﹤0.01%
+137
481
$9.02K ﹤0.01%
432
482
$9.02K ﹤0.01%
+94
483
$8.82K ﹤0.01%
785
484
$8.64K ﹤0.01%
150
485
$8.58K ﹤0.01%
60
486
$8.32K ﹤0.01%
+175
487
$8.23K ﹤0.01%
+180
488
$8.23K ﹤0.01%
+53
489
$8.08K ﹤0.01%
65
490
$7.88K ﹤0.01%
+122
491
$7.58K ﹤0.01%
400
492
$7.56K ﹤0.01%
116
493
$7.52K ﹤0.01%
50
494
$7.41K ﹤0.01%
+504
495
$7.32K ﹤0.01%
246
+12
496
$7.24K ﹤0.01%
270
-66
497
$7.2K ﹤0.01%
100
498
$7.2K ﹤0.01%
1,200
499
$7.12K ﹤0.01%
85
+82
500
$7.09K ﹤0.01%
100
18 19
20
21 22