TF

TOMPKINS FINANCIAL CORP

13F
TOMPKINS FINANCIAL CORP
Last update 2024-11-01 581 Stocks (42 new)
Value $1.04 Bil Turnover 5 %
Countries:
Top Holdings: IWL(13.61%)TMP(6.38%)AAPL(4.73%)MSFT(4.55%)MOAT(3.17%)
Portfolio Report
Summary Stock Picks Current Portfolio
TOMPKINS FINANCIAL CORP Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWL 		iShares Russell Top 200 ETF
1,010,883
141968.410
+9.06%
13.610
+1.13%
9.360
+13.24%
+27.59%
1629.926
 
TMP 		Tompkins Financial Corp
1,151,955
66571.490
-2.54%
6.380
-0.15%
8.060
+32.54%
+27.96%
1060.814
Banks
AAPL 		Apple Inc
212,004
49396.930
-0.25%
4.730
-0.01%
0.000
+6.64%
+18.46%
3430687.188
Hardware
MSFT 		Microsoft Corp
110,410
47509.420
+0.63%
4.550
+0.03%
0.000
+5.12%
+12.98%
3141534.523
Software
MOAT 		VanEck Morningstar Wide Moat ETF
341,424
33101.060
-0.79%
3.170
-0.02%
0.210
+9.03%
+14.48%
16060.127
 
NVDA 		NVIDIA Corp
265,479
32239.770
-0.81%
3.090
-0.03%
0.000
+40.65%
+198.17%
3621363.900
Semiconductors
LLY 		Eli Lilly and Co
30,982
27448.190
-1.27%
2.630
-0.04%
0.000
-1.49%
+43.34%
789393.972
Drug Manufacturers
WMT 		Walmart Inc
283,197
22868.160
-0.82%
2.190
-0.02%
0.000
+25.73%
+63.00%
681884.847
Retail - Defensive
VEA 		Vanguard FTSE Developed Markets ETF
425,733
22482.960
+15.76%
2.150
+0.29%
0.020
+3.12%
+4.91%
137683.596
 
IJH 		iShares Core S&P Mid-Cap ETF
327,574
20414.420
+1.39%
1.960
+0.03%
0.020
+12.30%
+18.94%
97378.012
 

TOMPKINS FINANCIAL CORP's Historical Top Holdings Breakdowns

TOMPKINS FINANCIAL CORP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWL 		iShares Russell Top 200 ETF2024-09-30Add
+1.13%
●
126.32 ($135.57) 140.44
$146.84
8.31%
Add 9.06%
1,010,883
83,965
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2024-09-30Add
+0.94%
●
91.42 ($91.63) 91.82
$91.58
-0.05%
Add 130.13%
189,704
107,271
TEL 		TE Connectivity PLC2024-09-30Sold Out
-0.75%
●
141.97 ($149.72) 159.66
$155.06
3.57%
Sold Out
0
-47,498
VOO 		Vanguard S&P 500 ETF2024-09-30Add
+0.52%
●
475.2 ($508.3) 527.7
$549.95
8.19%
Add 38.88%
36,317
10,168
WBS 		Webster Financial Corp2024-09-30Add
+0.40%
●
42.49 ($45.89) 49.62
$57.70
25.74%
Add 349.32%
113,508
88,246
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30Add
+0.29%
●
47.6 ($50.85) 53.31
$50.25
-1.18%
Add 15.76%
425,733
57,964
BND 		Vanguard Total Bond Market ETF2024-09-30Add
+0.22%
●
71.45 ($74) 75.64
$73.09
-1.23%
Add 16.24%
215,677
30,139
SUSA 		MSCI USA ESG Select ETF2024-09-30Add
+0.22%
●
108.44 ($115.36) 120.37
$124.54
7.96%
Add 23.56%
101,138
19,283
XLK 		Technology Select Sector SPDR ETF2024-09-30Add
+0.16%
●
197.34 ($219.54) 237.68
$237.16
8.03%
Add 87.62%
16,060
7,500
TMP 		Tompkins Financial Corp2024-09-30Reduce
-0.15%
●
46.27 ($57.1) 63.96
$73.70
29.07%
Reduce -2.54%
1,151,955
-30,066

TOMPKINS FINANCIAL CORP Total Holding History ($B)

To

TOMPKINS FINANCIAL CORP's Asset Allocation

To

TOMPKINS FINANCIAL CORP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

TOMPKINS FINANCIAL CORP's Hypothetical Growth since 2024-09-30

TOMPKINS FINANCIAL CORP's Yearly Returns

Year Portfolio % % Excess Gain %

TOMPKINS FINANCIAL CORP's Holdings Heat Map

Size field:

TOMPKINS FINANCIAL CORP's Holdings Bubble Chart

TOMPKINS FINANCIAL CORP News

  • 1

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