TF

TOMPKINS FINANCIAL CORP

13F
TOMPKINS FINANCIAL CORP
Last update 2024-07-17 588 Stocks (27 new)
Value $955.00 Mil Turnover 7 %
Countries:
Top Holdings: IWL(13.00%)TMP(6.05%)MSFT(5.14%)AAPL(4.69%)NVDA(3.46%)
Portfolio Report
Summary Stock Picks Current Portfolio
TOMPKINS FINANCIAL CORP Top Holdings of 2024-06-30 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
926,918
124160.670
+38.92%
13.000
+3.64%
-
+7.18%
+24.07%
1542.084
 
TMP 		Tompkins Financial Corp
1,182,021
57800.830
+0.18%
6.050
+0.01%
8.210
+7.20%
+15.86%
962.233
Banks
MSFT 		Microsoft Corp
109,717
49038.010
-0.65%
5.140
-0.03%
0.000
+1.41%
+15.50%
3211304.804
Software
AAPL 		Apple Inc
212,535
44764.120
-0.13%
4.690
-0.01%
0.000
+7.24%
+21.89%
3552750.693
Hardware
NVDA 		NVIDIA Corp
267,650
33065.490
+15.40%
3.460
+0.46%
0.000
+26.62%
+185.35%
3464862.500
Semiconductors
MOAT 		VanEck Morningstar Wide Moat ETF
344,160
29807.700
+2.96%
3.120
+0.09%
-
+5.37%
+12.68%
15860.933
 
LLY 		Eli Lilly and Co
31,380
28410.830
+1.70%
2.980
+0.05%
0.000
+12.01%
+55.76%
813606.724
Drug Manufacturers
WMT 		Walmart Inc
285,552
19334.720
-1.62%
2.020
-0.03%
0.000
+17.69%
+56.98%
656725.121
Retail - Defensive
IJH 		iShares Core S&P Mid-Cap ETF
323,095
18907.520
+5.70%
1.980
+0.11%
-
+2.33%
+13.31%
92514.019
 
VEA 		Vanguard FTSE Developed Markets ETF
367,769
18175.140
+8.34%
1.900
+0.15%
-
+1.30%
+5.87%
138007.592
 

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 ETF2024-06-30Add
+3.64%
●
120.51 ($127.8) 134.58
$142.79
11.73%
Add 38.92%
926,918
259,710
UPS 		United Parcel Service Inc2024-06-30Reduce
-0.88%
●
134.2 ($143.17) 152.27
$134.31
-6.19%
Reduce -97.12%
1,563
-52,697
TEL 		TE Connectivity Ltd2024-06-30Add
+0.75%
●
139.45 ($146.67) 152
$152.64
4.07%
Add 21490%
47,498
47,278
NVDA 		NVIDIA Corp2024-06-30Add
+0.46%
●
76.2 ($101.1) 135.58
$141.28
39.74%
Add 15.4%
267,650
35,710
SBUX 		Starbucks Corp2024-06-30Reduce
-0.37%
●
72.5 ($81.44) 91.53
$97.39
19.58%
Reduce -98.38%
587
-35,724
VOO 		Vanguard S&P 500 ETF2024-06-30Add
+0.30%
●
455.1 ($481.2) 504.28
$534.77
11.13%
Add 28.15%
26,149
5,744
ADSK 		Autodesk Inc2024-06-30Sold Out
-0.28%
●
199.93 ($224.64) 259.44
$289.56
28.90%
Sold Out
0
-9,481
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2024-06-30Add
+0.22%
●
91.42 ($91.61) 91.82
$91.77
0.17%
Add 37.93%
82,433
22,667
VEA 		Vanguard FTSE Developed Markets ETF2024-06-30Add
+0.15%
●
47.83 ($49.76) 51.21
$50.71
1.91%
Add 8.34%
367,769
28,309
IJH 		iShares Core S&P Mid-Cap ETF2024-06-30Add
+0.11%
●
56.43 ($58.75) 60.79
$62.81
6.91%
Add 5.7%
323,095
17,424

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 2024-06-30

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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