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
576
$2K ﹤0.01%
+5
577
$2K ﹤0.01%
10
578
$2K ﹤0.01%
5
579
$1K ﹤0.01%
+1,000
580
$1K ﹤0.01%
+50
581
$1K ﹤0.01%
+25
582
$1K ﹤0.01%
+20
583
$1K ﹤0.01%
+10
584
$1K ﹤0.01%
+30
585
$1K ﹤0.01%
4
586
$1K ﹤0.01%
+35
587
$1K ﹤0.01%
+18
588
$1K ﹤0.01%
10
589
$1K ﹤0.01%
25
590
$1K ﹤0.01%
+11
591
$1K ﹤0.01%
+26
592
$1K ﹤0.01%
+25
593
$1K ﹤0.01%
200
594
$1K ﹤0.01%
1
595
$1K ﹤0.01%
+14
596
$1K ﹤0.01%
+45
597
$1K ﹤0.01%
+10
598
$1K ﹤0.01%
+22
599
$1K ﹤0.01%
+3
600
$0 ﹤0.01%
+65