Portfolio (Quarterly)
Guide ↗
TOMPKINS FINANCIAL CORP
· CIK 0001005817| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | WST | WEST PHARMACEUTICAL SVSC INC | Healthcare | 13 | $4K | — | SOLD |
| 42 | SOXX | ISHARES TR | — | 11 | $3K | — | SOLD |
| 43 | FYX | FIRST TR EXCHANGE-TRADED ALP | — | 29 | $3K | — | SOLD |
| 44 | KKR | KKR & CO INC | Financial Services | 25 | $3K | — | SOLD |
| 45 | IT | GARTNER INC | Technology | 12 | $3K | — | SOLD |
| 46 | MTUM | ISHARES TR | — | 12 | $3K | — | SOLD |
| 47 | AEIS | ADVANCED ENERGY INDS | Industrials | 14 | $3K | — | SOLD |
| 48 | ITUB | ITAU UNIBANCO HLDG SA | Financial Services | 379 | $3K | — | SOLD |
| 49 | SANM | SANMINA CORPORATION | Technology | 17 | $3K | — | SOLD |
| 50 | RELX | RELX PLC | Communication Services | 62 | $3K | — | SOLD |
| 51 | DAN | DANA INC | Consumer Cyclical | 100 | $2K | — | SOLD |
| 52 | ENS | ENERSYS | Industrials | 16 | $2K | — | SOLD |
| 53 | — | ICICI BANK LIMITED | — | 78 | $2K | — | SOLD |
| 54 | MSCI | MSCI INC | Financial Services | 4 | $2K | — | SOLD |
| 55 | — | MOOG INC | — | 9 | $2K | — | SOLD |
| 56 | ING | ING GROEP N.V. | Financial Services | 76 | $2K | — | SOLD |
| 57 | FBK | FB FINL CORP | Financial Services | 37 | $2K | — | SOLD |
| 58 | MCO | MOODYS CORP | Financial Services | 4 | $2K | — | SOLD |
| 59 | ICVT | ISHARES TR | — | 20 | $2K | — | SOLD |
| 60 | IEX | IDEX CORP | Industrials | 11 | $2K | — | SOLD |
Sector Allocation
Technology
23.2%
Financial Services
22.6%
Healthcare
14.2%
Consumer Defensive
9.6%
Industrials
8.7%
Consumer Cyclical
8.1%
Energy
4.7%
Communication Services
3.6%
Utilities
3.6%
Real Estate
1.3%