test

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
VGTVanguard Etf Usa
Recent Activity
Decreased -76.78%
0.01%
$40,417
65 shares@ $621.8 avg price
STTState Street Corp
Recent Activity
Decreased -48.52%
0.01%
$34,353
350 shares@ $98.16 avg price
VIGVanguard Etf Usa
Recent Activity
Decreased -70.42%
0.01%
$32,899
168 shares@ $195.83 avg price
BCEBce Inc
Recent Activity
Decreased -98.78%
0.01%
$27,468
1,185 shares@ $23.18 avg price
ZBHZimmer Hldgs Inc
Recent Activity
Decreased -63.49%
0.01%
$24,295
230 shares@ $105.64 avg price
MDTMedtronic Plc
Recent Activity
Decreased -81.05%
0.01%
$20,449
256 shares@ $79.88 avg price
CCitigroup Inc
Recent Activity
Decreased -30.58%
0.01%
$15,979
227 shares@ $70.4 avg price
SCZBlackrock Fund Advisors
Recent Activity
Decreased -83.27%
0.01%
$15,856
261 shares@ $60.76 avg price
OTISOtis Worldwide Corp
Recent Activity
Decreased -23.04%
0.01%
$15,466
167 shares@ $92.62 avg price
SCHDCharles Schwab Investment Management Inc
Recent Activity
Decreased -50.52%
0.01%
$12,950
474 shares@ $27.33 avg price