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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
AVGOBroadcom Inc
Recent Activity
Decreased -13.04%
0.03%
$231,840
1,000 shares@ $231.84 avg price
TSMTsmc
Recent Activity
Decreased -13.18%
0.03%
$231,459
1,172 shares@ $197.5 avg price
AZOAutozone Inc
Recent Activity
Decreased -36.11%
0.03%
$220,938
69 shares@ $3202.0 avg price
SLBSchlumberger Nv
Recent Activity
Decreased -5.17%
0.02%
$210,870
5,500 shares@ $38.34 avg price
MTBM&t Bank Corp
Recent Activity
Decreased -31.52%
0.02%
$204,179
1,086 shares@ $188.02 avg price
SOSouthern Co The
Recent Activity
Decreased -3.53%
0.02%
$202,096
2,455 shares@ $82.33 avg price
CVSCvs Health Corp
Recent Activity
Decreased -36.56%
0.02%
$194,733
4,338 shares@ $44.9 avg price
WECWec Energy Group Inc
Recent Activity
Decreased -1.67%
0.02%
$188,080
2,000 shares@ $94.04 avg price
GSLCGoldman Sachs Asset Management Lp
Recent Activity
Decreased -9.48%
0.02%
$186,937
1,623 shares@ $115.18 avg price
GILDGilead Sciences Inc
Recent Activity
Decreased -6.11%
0.02%
$172,917
1,872 shares@ $92.38 avg price