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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
IVVIshares
Recent Activity
Increased 0.81%
5.22%
$329.498M
559,723 shares@ $588.68 avg price
GVIBlackrock Fund Advisors
Recent Activity
Increased 4.5%
1.84%
$116.105M
1.114M shares@ $104.24 avg price
PGRProgressive Cp(oh)
Recent Activity
Increased 0.03%
1.64%
$103.513M
432,005 shares@ $239.61 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.65%
1.31%
$82.314M
140,585 shares@ $585.51 avg price
QUALBlackrock Fund Advisors
Recent Activity
Increased 8.18%
1.22%
$76.634M
430,332 shares@ $178.09 avg price
HDHome Depot Inc The
Recent Activity
Increased 5.63%
1.04%
$65.35M
167,999 shares@ $388.99 avg price
IWRBlackrock Fund Advisors
Recent Activity
Increased 6.67%
0.99%
$62.146M
703,010 shares@ $88.4 avg price
TSLATesla Inc
Recent Activity
Increased 31.69%
0.97%
$61.116M
151,336 shares@ $403.84 avg price
TJXTjx Cos Inc The
Recent Activity
Increased 9.66%
0.92%
$58.031M
480,353 shares@ $120.82 avg price
ETNEaton Corp Plc
Recent Activity
Increased 13.4%
0.77%
$48.124M
145,009 shares@ $331.88 avg price