Lisa Donnelly

@Tompkins Financial Corp

Latest period2024 - Q4

Reported4d ago

Managed Assets$1.075B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SPYVSsga Funds Management Inc Recent Activity Decreased -56.66%	0.01%	$665 13 shares@ $51.16 avg price	Decreased -56.66%
SPYGSsga Funds Management Inc Recent Activity Decreased -45.45%	0.01%	$527 6 shares@ $87.84 avg price	Decreased -45.45%