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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
IWVBlackrock Fund Advisors
Recent Activity
Decreased -16.39%
0.02%
$170,468
510 shares@ $334.26 avg price
XSOEWisdomtree Asset Management Inc
Recent Activity
Decreased -7.08%
0.02%
$154,290
5,062 shares@ $30.49 avg price
CMCSAComcast Corp
Recent Activity
Decreased -29.11%
0.02%
$147,868
3,940 shares@ $37.53 avg price
METMetlife Inc
Recent Activity
Decreased -9.87%
0.02%
$140,506
1,716 shares@ $81.88 avg price
EXCExelon Corp
Recent Activity
Decreased -11.45%
0.02%
$136,709
3,632 shares@ $37.65 avg price
VHTVanguard Etf Usa
Recent Activity
Decreased -27.17%
0.02%
$135,978
536 shares@ $253.7 avg price
IWPBlackrock Fund Advisors
Recent Activity
Decreased -28.03%
0.02%
$130,172
1,027 shares@ $126.75 avg price
CHDChurch & Dwight Co Inc
Recent Activity
Decreased -32.96%
0.02%
$128,165
1,224 shares@ $104.71 avg price
CMCibc
Recent Activity
Decreased -4.94%
0.02%
$126,460
2,000 shares@ $63.23 avg price
MSMorgan Stanley
Recent Activity
Decreased -2.91%
0.02%
$125,720
1,000 shares@ $125.72 avg price