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Lisa Donnelly

@Tompkins Financial Corp

Latest period2024 - Q4ReportedManaged Assets$1.075BTotal holdings529
Assets growth rate3.06%Assets growth rate (2-Q avg)6.16%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Tompkins Financial Corp's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 529 positions.

Assets under management

The assets under management (AUM) of Tompkins Financial Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.075B in assets, with a quarterly growth rate of 3.06% and a 2-quarter average growth rate of 6.16%. The portfolio is managed by Lisa Donnelly, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IJHBlackrock Fund Advisors
Recent Activity
Increased 3.64%
1.97%
$21.152M
339,468 shares@ $62.31 avg price
BILSsga Funds Management Inc
Recent Activity
Increased 11.75%
1.81%
$19.381M
211,981 shares@ $91.44 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -0.19%
1.71%
$18.355M
76,572 shares@ $239.71 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 7.94%
1.69%
$18.16M
168,820 shares@ $107.57 avg price
BNDVanguard Etf Usa
Recent Activity
Increased 9.6%
1.59%
$16.998M
236,373 shares@ $71.91 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 0.67%
1.58%
$16.908M
77,069 shares@ $219.4 avg price
MCDMcdonald's Corp
Recent Activity
Increased 17.48%
1.51%
$16.136M
55,661 shares@ $289.89 avg price
CSCOCisco Systems
Recent Activity
Increased 7.09%
1.45%
$15.486M
261,591 shares@ $59.2 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.91%
1.37%
$14.642M
77,346 shares@ $189.31 avg price
AJGArthur J Gallagher & Co
Recent Activity
Decreased -0.26%
1.35%
$14.507M
51,109 shares@ $283.86 avg price