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
$405M
AUM Growth
+$9.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Sells

1 +$2.12M
2 +$1.61M
3 +$1.29M
4
AZN icon
AstraZeneca
AZN
+$911K
5
CELG
Celgene Corp
CELG
+$858K

Sector Composition

1 Financials 12.22%
2 Technology 7.76%
3 Healthcare 7.47%
4 Energy 5.42%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-100
552
$0 ﹤0.01%
20
553
$0 ﹤0.01%
+2
554
-25
555
-90
556
-1,748
557
$0 ﹤0.01%
10
558
$0 ﹤0.01%
125
559
-388
560
-7,500