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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
GVIBlackrock Fund Advisors
Recent Activity
Increased 4.5%
1.84%
$116.105M
1.114M shares@ $104.24 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -1.61%
1.81%
$114.274M
476,719 shares@ $239.72 avg price
PGRProgressive Cp(oh)
Recent Activity
Increased 0.03%
1.64%
$103.513M
432,005 shares@ $239.61 avg price
IEFAIshares
Recent Activity
Decreased -4.25%
1.56%
$98.007M
1.395M shares@ $70.28 avg price
IJRBlackrock Fund Advisors
Recent Activity
Decreased -4.29%
1.44%
$90.455M
785,062 shares@ $115.23 avg price
COSTCostco Wholesale Corp
Recent Activity
Decreased -14.82%
1.38%
$87.119M
95,080 shares@ $916.28 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
LLYEli Lilly & Co
Recent Activity
Decreased -19.71%
1.16%
$73.05M
94,625 shares@ $772.0 avg price
BRK.BBerkshire Hathaway Inc
Recent Activity
Decreased -4.2%
1.08%
$68.253M
150,576 shares@ $453.28 avg price