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
DFSVDimensional Etf Trust Recent Activity New Position	0.01%	$177,631 5,771 shares@ $30.78 avg price	New Position
AMTMAmentum Holdings Inc Recent Activity New Position	0.01%	$170,258 8,096 shares@ $21.03 avg price	New Position
CTLPCantaloupe Inc Recent Activity New Position	0.01%	$152,845 16,072 shares@ $9.52 avg price	New Position
TELTe Connectivity Plc Recent Activity New Position	0.01%	$147,688 1,033 shares@ $142.97 avg price	New Position
DUHPDimensional Etf Trust Recent Activity New Position	0.01%	$113,771 3,367 shares@ $33.8 avg price	New Position
ETHEGrayscale Investments Llc Usa Recent Activity New Position	0.01%	$103,394 3,690 shares@ $28.03 avg price	New Position
QQQMInvesco Capital Management Llc Recent Activity New Position	0.01%	$95,123 452 shares@ $210.45 avg price	New Position
FLEXFlextronics Intl Recent Activity New Position	0.01%	$64,073 1,669 shares@ $38.4 avg price	New Position
FERGFerguson Enterprises Inc Recent Activity New Position	0.01%	$59,014 340 shares@ $173.58 avg price	New Position
SWSmurfit Westrock Plc Recent Activity New Position	0.01%	$58,492 1,086 shares@ $53.87 avg price	New Position