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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
FIFiserv Inc
Recent Activity
Decreased -91.78%
0.01%
$7,190
35 shares@ $205.43 avg price
PPLPpl Corp
Recent Activity
Decreased -41.34%
0.01%
$6,492
200 shares@ $32.46 avg price
OXY.⤦Occidental Petroleum Corp
Recent Activity
Decreased -4.87%
0.01%
$6,462
234 shares@ $27.62 avg price
HALHalliburton
Recent Activity
Decreased -30.48%
0.01%
$6,199
228 shares@ $27.19 avg price
BTIBritish American Tobacco Plc
Recent Activity
Decreased -83.13%
0.01%
$3,632
100 shares@ $36.32 avg price
CTVACorteva Inc
Recent Activity
Decreased -78.2%
0.01%
$3,588
63 shares@ $56.96 avg price
GSKGsk Plc
Recent Activity
Decreased -91.22%
0.01%
$3,382
100 shares@ $33.82 avg price
VTIPVanguard Etf Usa
Recent Activity
Decreased -88.49%
0.01%
$2,518
52 shares@ $48.43 avg price
VNMVaneck Vectors Etf
Recent Activity
Decreased -83.33%
0.01%
$2,296
200 shares@ $11.48 avg price
KVUEKenvue Inc
Recent Activity
Decreased -85.23%
0.01%
$854
40 shares@ $21.35 avg price