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
51
$4.89M 0.47%
53,547
+2,057
52
$4.16M 0.4%
42,409
-212
53
$3.86M 0.37%
7,613
+552
54
$3.7M 0.35%
25,319
-580
55
$3.66M 0.35%
15,439
+2,369
56
$3.63M 0.35%
16,060
+7,500
57
$3.38M 0.32%
97,166
-1,647
58
$3.07M 0.29%
11,088
+33
59
$3.02M 0.29%
20,510
+10,108
60
$2.9M 0.28%
10,203
61
$2.65M 0.25%
26,677
-5,027
62
$2.26M 0.22%
21,326
63
$2.25M 0.22%
6,528
64
$2.2M 0.21%
116,191
65
$2.08M 0.2%
18,376
+4,134
66
$2.07M 0.2%
28,860
-12,434
67
$1.97M 0.19%
6,971
-926
68
$1.97M 0.19%
8,906
-7,452
69
$1.96M 0.19%
3,398
-307
70
$1.89M 0.18%
42,774
71
$1.83M 0.17%
16,687
-1,185
72
$1.73M 0.17%
10,145
-985
73
$1.68M 0.16%
12,533
-214
74
$1.6M 0.15%
3,283
-77
75
$1.47M 0.14%
10,918
1 2
3
4 5