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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
RSPGInvesco Etfs Usa
Recent Activity
Exited
0%
$91,968
1,200 shares@ $76.64 avg price
BBYBest Buy Co Inc
Recent Activity
Exited
0%
$87,805
850 shares@ $103.3 avg price
VPUVanguard Etf Usa
Recent Activity
Exited
0%
$87,025
500 shares@ $174.05 avg price
MOOVaneck Vectors Etf
Recent Activity
Exited
0%
$75,510
1,000 shares@ $75.51 avg price
PINInvesco Capital Management Llc
Recent Activity
Exited
0%
$73,704
2,400 shares@ $30.71 avg price
IPGInterpublic Group Of Cos Inc T
Recent Activity
Exited
0%
$56,618
1,790 shares@ $31.64 avg price
MROMarathon Oil Corp
Recent Activity
Exited
0%
$52,568
1,974 shares@ $26.64 avg price
PJPInvesco Etfs Usa
Recent Activity
Exited
0%
$52,182
600 shares@ $86.97 avg price
XBISsga Funds Management Inc
Recent Activity
Exited
0%
$49,400
500 shares@ $98.8 avg price
REMXVan Eck Associates Corp
Recent Activity
Exited
0%
$49,210
1,067 shares@ $46.12 avg price