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
551
$3K ﹤0.01%
+100
552
$3K ﹤0.01%
+1,300
553
$3K ﹤0.01%
+400
554
$3K ﹤0.01%
+120
555
$3K ﹤0.01%
100
556
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+50
557
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50
558
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+25
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$2K ﹤0.01%
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560
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561
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+47
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8
563
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564
$2K ﹤0.01%
+49
565
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9
566
$2K ﹤0.01%
8
567
$2K ﹤0.01%
+100
568
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+20
569
$2K ﹤0.01%
+10
570
$2K ﹤0.01%
2
571
$2K ﹤0.01%
+100
572
$2K ﹤0.01%
+121
573
$2K ﹤0.01%
8
574
$2K ﹤0.01%
28
-90
575
$2K ﹤0.01%
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