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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
IGEIshares Etfs Usa
Recent Activity
Exited
0%
$176,280
4,000 shares@ $44.07 avg price
SWKStanley Black & Decker Inc
Recent Activity
Exited
0%
$131,055
1,190 shares@ $110.14 avg price
CGWInvesco Capital Management Llc
Recent Activity
Exited
0%
$122,400
2,000 shares@ $61.2 avg price
ORealty Income Corp
Recent Activity
Exited
0%
$118,659
1,871 shares@ $63.43 avg price
EWLIshares Usa
Recent Activity
Exited
0%
$114,620
2,200 shares@ $52.1 avg price
IBBIshares
Recent Activity
Exited
0%
$109,200
750 shares@ $145.6 avg price
XLESelect Sector Spdr
Recent Activity
Exited
0%
$105,360
1,200 shares@ $87.8 avg price
SHVIshares
Recent Activity
Exited
0%
$99,567
900 shares@ $110.63 avg price
XNTKSsga Funds Management Inc
Recent Activity
Exited
0%
$98,763
500 shares@ $197.53 avg price
VDEVanguard Etf Usa
Recent Activity
Exited
0%
$97,976
800 shares@ $122.47 avg price