Lisa Donnelly

@Tompkins Financial Corp

Latest period2024 - Q4

Reported3d ago

Managed Assets$1.075B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IWDIshares Trust Recent Activity New Position	0.01%	$85,530 462 shares@ $185.13 avg price	New Position
IUSBBlackrock Fund Advisors Recent Activity New Position	0.01%	$78,422 1,735 shares@ $45.2 avg price	New Position
HIHillenbrand Inc Recent Activity New Position	0.01%	$53,865 1,750 shares@ $30.78 avg price	New Position
EHCEncompass Health Corp Recent Activity New Position	0.01%	$46,175 500 shares@ $92.35 avg price	New Position
SWSmurfit Westrock Plc Recent Activity New Position	0.01%	$42,011 780 shares@ $53.87 avg price	New Position
DGROIshares Etfs Usa Recent Activity New Position	0.01%	$40,975 668 shares@ $61.34 avg price	New Position
IXUSBlackrock Fund Advisors Recent Activity New Position	0.01%	$37,898 573 shares@ $66.14 avg price	New Position
ASTEAstec Industries Inc Recent Activity New Position	0.01%	$33,600 1,000 shares@ $33.6 avg price	New Position
VOEVanguard Etf Usa Recent Activity New Position	0.01%	$32,354 200 shares@ $161.77 avg price	New Position
FALNBlackrock Fund Advisors Recent Activity New Position	0.01%	$25,375 950 shares@ $26.72 avg price	New Position