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
526
$3.97K ﹤0.01%
25
527
$3.53K ﹤0.01%
300
528
$3.44K ﹤0.01%
9
529
$3.25K ﹤0.01%
200
530
$3.17K ﹤0.01%
+300
531
$3.03K ﹤0.01%
+24
532
$2.93K ﹤0.01%
100
533
$2.71K ﹤0.01%
25
534
$2.65K ﹤0.01%
9
535
$2.49K ﹤0.01%
31
536
$2.05K ﹤0.01%
+29
537
$2.02K ﹤0.01%
15
538
$1.91K ﹤0.01%
100
539
$1.89K ﹤0.01%
92
540
$1.59K ﹤0.01%
30
-4
541
$1.56K ﹤0.01%
100
542
$1.5K ﹤0.01%
10
543
$1.47K ﹤0.01%
15
544
$1.35K ﹤0.01%
10
545
$1.34K ﹤0.01%
52
546
$1.24K ﹤0.01%
49
547
$1.14K ﹤0.01%
48
548
$1.12K ﹤0.01%
17
549
$1.06K ﹤0.01%
100
-2,000
550
$1.01K ﹤0.01%
15
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