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Jessica Salas

@Umb Bank, N.a.

Latest period2024 - Q4ReportedManaged Assets$6.323BTotal holdings2063
Assets growth rate-1.57%Assets growth rate (2-Q avg)1.88%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Umb Bank, N.a.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 2063 positions.

Assets under management

The assets under management (AUM) of Umb Bank, N.a. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 6.323B in assets, with a quarterly growth rate of -1.57% and a 2-quarter average growth rate of 1.88%. The portfolio is managed by Jessica Salas, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
UMBFUmb Financial Corp
Recent Activity
Decreased -6.18%
7.87%
$497.575M
4.409M shares@ $112.86 avg price
AAPLApple Inc
Recent Activity
Decreased -2.08%
5.31%
$335.451M
1.34M shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -4.24%
3.51%
$221.795M
526,203 shares@ $421.51 avg price
NVDANvidia Corp
Recent Activity
Decreased -2.53%
2.99%
$188.818M
1.406M shares@ $134.3 avg price
AMZNAmazon.com Inc
Recent Activity
Decreased -1.36%
2.61%
$164.671M
750,587 shares@ $219.4 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.81%
2.37%
$149.774M
791,199 shares@ $189.31 avg price
IJHBlackrock Fund Advisors
Recent Activity
Decreased -2.46%
2.31%
$145.58M
2.336M shares@ $62.32 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -2.43%
1.87%
$118.051M
509,190 shares@ $231.84 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -1.61%
1.81%
$114.274M
476,719 shares@ $239.72 avg price
IEFAIshares
Recent Activity
Decreased -4.25%
1.56%
$98.007M
1.395M shares@ $70.28 avg price