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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
VVisa Inc
Recent Activity
Increased 0.55%
0.74%
$46.251M
146,346 shares@ $316.05 avg price
ORCLOracle Corp
Recent Activity
Increased 49.89%
0.57%
$35.47M
212,857 shares@ $166.64 avg price
WELLWelltower Inc Com
Recent Activity
Increased 0.72%
0.44%
$27.731M
220,038 shares@ $126.03 avg price
IVWIshares
Recent Activity
Increased 0.68%
0.33%
$20.288M
199,822 shares@ $101.54 avg price
LWLamb Weston Holdings Inc
Recent Activity
Increased 0.03%
0.32%
$19.836M
296,812 shares@ $66.84 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 0.84%
0.31%
$19.439M
37,242 shares@ $521.96 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 107.73%
0.3%
$18.683M
102,675 shares@ $181.96 avg price
IWVBlackrock Fund Advisors
Recent Activity
Increased 48.66%
0.29%
$18.123M
54,219 shares@ $334.26 avg price
CPRTCopart Inc
Recent Activity
Increased 1.21%
0.28%
$17.456M
304,166 shares@ $57.39 avg price
CMECme Group Inc
Recent Activity
Increased 0.49%
0.27%
$16.638M
71,646 shares@ $232.24 avg price