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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
CRSCarpenter Technology Corp
Recent Activity
Decreased -7.97%
0.12%
$1.257M
7,406 shares@ $169.71 avg price
GLWCorning Inc
Recent Activity
Decreased -2.95%
0.12%
$1.193M
25,106 shares@ $47.52 avg price
IJRBlackrock Fund Advisors
Recent Activity
Decreased -9.45%
0.1%
$1.041M
9,038 shares@ $115.22 avg price
VZVerizon Commun
Recent Activity
Decreased -18.65%
0.1%
$993,191
24,836 shares@ $39.99 avg price
STZConstellation Brands Inc
Recent Activity
Decreased -0.66%
0.08%
$821,015
3,715 shares@ $221.0 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -0.31%
0.08%
$812,599
1,562 shares@ $520.23 avg price
SYYSysco Corp
Recent Activity
Decreased -2.16%
0.07%
$691,963
9,050 shares@ $76.46 avg price
NEENextera Energy
Recent Activity
Decreased -2.26%
0.07%
$684,997
9,555 shares@ $71.69 avg price
RTXRtx Corp
Recent Activity
Decreased -2.02%
0.06%
$560,548
4,844 shares@ $115.73 avg price
HSYHershey Co (the)
Recent Activity
Decreased -0.82%
0.05%
$506,526
2,991 shares@ $169.36 avg price