Jessica Salas

@Umb Bank, N.a.

Latest period2024 - Q4

Reported2d ago

Managed Assets$6.323B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
XMHQInvesco Etfs Usa Recent Activity New Position	0.18%	$11.12M 112,925 shares@ $98.48 avg price	New Position
SEICSei Investments Recent Activity New Position	0.15%	$9.096M 110,277 shares@ $82.49 avg price	New Position
SGOVIshares Etfs Usa Recent Activity New Position	0.03%	$1.708M 17,025 shares@ $100.32 avg price	New Position
SEIXVirtus Etf Trust Ii Recent Activity New Position	0.02%	$1.096M 45,805 shares@ $23.94 avg price	New Position
FLXRTcw Etf Trust Recent Activity New Position	0.02%	$1.092M 28,231 shares@ $38.68 avg price	New Position
GOFGuggenheim Etfs Usa Recent Activity New Position	0.02%	$1.055M 69,122 shares@ $15.27 avg price	New Position
0605⤦Bank Of America Corp Recent Activity New Position	0.02%	$972,962 798 shares@ $1219.26 avg price	New Position
PFDPreferred Income Funds Closed- Recent Activity New Position	0.02%	$970,833 86,373 shares@ $11.25 avg price	New Position
KAPAKairos Pharma Ltd Recent Activity New Position	0.01%	$564,095 371,115 shares@ $1.53 avg price	New Position
VCEBVanguard Etf Usa Recent Activity New Position	0.01%	$347,268 5,602 shares@ $62.0 avg price	New Position