test

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
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
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
MAMastercard Inc
Recent Activity
Decreased -1.89%
1.04%
$65.261M
123,936 shares@ $526.57 avg price
WMTWalmart Inc
Recent Activity
Decreased -14.99%
0.94%
$58.951M
652,475 shares@ $90.36 avg price
CVXChevron Corp
Recent Activity
Decreased -0.24%
0.87%
$54.983M
379,615 shares@ $144.85 avg price
VEAVanguard Etf Usa
Recent Activity
Decreased -6.42%
0.86%
$54.196M
1.133M shares@ $47.83 avg price
PGProcter & Gamble Co The
Recent Activity
Decreased -0.31%
0.78%
$49.028M
292,442 shares@ $167.65 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.56%
0.74%
$46.192M
319,400 shares@ $144.62 avg price