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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
BMYBristol-myrs Squib
Recent Activity
Decreased -1.76%
0.05%
$504,855
8,926 shares@ $56.57 avg price
PNCPnc Financial Services Group I
Recent Activity
Decreased -1.85%
0.05%
$488,682
2,534 shares@ $192.86 avg price
VNQVanguard Etf Usa
Recent Activity
Decreased -3.89%
0.05%
$439,521
4,934 shares@ $89.09 avg price
TGTTarget Corp
Recent Activity
Decreased -17.2%
0.04%
$422,979
3,129 shares@ $135.19 avg price
DISWalt Disney Co The
Recent Activity
Decreased -1.3%
0.04%
$421,015
3,781 shares@ $111.36 avg price
MCHPMicrochip Technology Inc
Recent Activity
Decreased -2.48%
0.04%
$371,685
6,481 shares@ $57.35 avg price
INTCIntel Corp
Recent Activity
Decreased -16.27%
0.03%
$311,497
15,536 shares@ $20.06 avg price
BACBk Of America Corp
Recent Activity
Decreased -10.96%
0.03%
$304,309
6,924 shares@ $43.95 avg price
SDYSsga Funds Management Inc
Recent Activity
Decreased -14.1%
0.03%
$265,522
2,010 shares@ $132.11 avg price
GWWWw Grainger Inc
Recent Activity
Decreased -5.3%
0.03%
$244,540
232 shares@ $1054.06 avg price