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MSAM
Moloney Securities Asset Management’s
Tompkins Financial
TMP
Stock Holding History
Moloney Securities Asset Management’s Portfolio
TMP Stock Details
TMP Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-2,600
Closed
-$204K
–
424
2022
Q1
$204K
Sell
2,600
-1,400
-35%
-$113K
0.04%
378
2021
Q4
$334K
Sell
4,000
-500
-11%
-$41K
0.06%
303
2021
Q3
$364K
Sell
4,500
-500
-10%
-$38.8K
0.07%
282
2021
Q2
$388K
Hold
5,000
–
–
0.07%
272
2021
Q1
$414K
Hold
5,000
–
–
0.08%
252
2020
Q4
$353K
Hold
5,000
–
–
0.08%
254
2020
Q3
$284K
Hold
5,000
–
–
0.08%
248
2020
Q2
$324K
Hold
5,000
–
–
0.09%
216
2020
Q1
$359K
Hold
5,000
–
–
0.13%
162
2019
Q4
$458K
Hold
5,000
–
–
0.14%
178
2019
Q3
$406K
Hold
5,000
–
–
0.14%
180
2019
Q2
$408K
Hold
5,000
–
–
0.14%
184
2019
Q1
$380K
Sell
5,000
-1,914
-28%
-$149K
0.13%
195
2018
Q4
$519K
Buy
+6,914
New
+$529K
0.21%
134
Other funds holding TMP
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
TF
Tompkins Financial
Ithaca, New York
$1.43B AUM
24.87%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
BTW
Boston Trust Walden
Boston, Massachusetts
$12.2B AUM
12.45%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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