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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
UPSUtd Parcel Serv
Recent Activity
Decreased -40.57%
0.02%
$117,273
930 shares@ $126.1 avg price
VOVanguard Etf Usa
Recent Activity
Decreased -18.41%
0.02%
$117,010
443 shares@ $264.14 avg price
AMTAmerican Tower Corp
Recent Activity
Decreased -15.08%
0.01%
$103,260
563 shares@ $183.42 avg price
AEPAmerican Electric Power Co Inc
Recent Activity
Decreased -12.65%
0.01%
$102,468
1,111 shares@ $92.24 avg price
IWBBlackrock Fund Advisors
Recent Activity
Decreased -25.57%
0.01%
$93,749
291 shares@ $322.17 avg price
CHEChemed Corp
Recent Activity
Decreased -43.87%
0.01%
$92,185
174 shares@ $529.8 avg price
DTDWisdomtree Etfs Usa
Recent Activity
Decreased -16.25%
0.01%
$76,621
1,010 shares@ $75.87 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -31.67%
0.01%
$65,153
714 shares@ $91.26 avg price
DEODiageo
Recent Activity
Decreased -4.58%
0.01%
$63,565
500 shares@ $127.13 avg price
VWOVanguard Etf Usa
Recent Activity
Decreased -2.33%
0.01%
$47,916
1,088 shares@ $44.05 avg price