test

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
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
COSTCostco Wholesale Corp
Recent Activity
Increased 2.62%
1.27%
$13.612M
14,856 shares@ $916.27 avg price
HDHome Depot Inc The
Recent Activity
Increased 1%
1.26%
$13.445M
34,564 shares@ $389.0 avg price
AMGNAmgen Inc
Recent Activity
Increased 50.86%
1.19%
$12.743M
48,892 shares@ $260.65 avg price
WMWaste Management
Recent Activity
Increased 0.66%
1.16%
$12.414M
61,519 shares@ $201.79 avg price
MAMastercard Inc
Recent Activity
Increased 0.89%
1.12%
$12.015M
22,818 shares@ $526.58 avg price
ABTAbbott Laboratories
Recent Activity
Increased 2.37%
1.1%
$11.788M
104,215 shares@ $113.11 avg price
TJXTjx Cos Inc The
Recent Activity
Increased 0.12%
1.1%
$11.731M
97,106 shares@ $120.82 avg price