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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
GWXState Street Etf Usa
Recent Activity
Exited
0%
$47,782
1,400 shares@ $34.13 avg price
XRTState Street Etf Usa
Recent Activity
Exited
0%
$46,614
600 shares@ $77.69 avg price
WOODIshares Trust
Recent Activity
Exited
0%
$43,085
500 shares@ $86.17 avg price
DGRWWisdomtree Asset Management Inc
Recent Activity
Exited
0%
$41,605
500 shares@ $83.21 avg price
DESWisdomtree Asset Management Inc
Recent Activity
Exited
0%
$41,388
1,200 shares@ $34.49 avg price
IXPIshares
Recent Activity
Exited
0%
$37,652
400 shares@ $94.13 avg price
RSPHInvesco Capital Management Llc
Recent Activity
Exited
0%
$32,230
1,000 shares@ $32.23 avg price
SOCLGlobal X Management Co Llc
Recent Activity
Exited
0%
$30,310
700 shares@ $43.3 avg price
SCJBlackrock Fund Advisors
Recent Activity
Exited
0%
$29,599
375 shares@ $78.94 avg price
EWJBlackrock Fund Advisors
Recent Activity
Exited
0%
$28,616
400 shares@ $71.54 avg price