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
HDHome Depot Inc The
Recent Activity
Increased 5.63%
1.04%
$65.35M
167,999 shares@ $388.99 avg price
MAMastercard Inc
Recent Activity
Decreased -1.89%
1.04%
$65.261M
123,936 shares@ $526.57 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
WMTWalmart Inc
Recent Activity
Decreased -14.99%
0.94%
$58.951M
652,475 shares@ $90.36 avg price
TJXTjx Cos Inc The
Recent Activity
Increased 9.66%
0.92%
$58.031M
480,353 shares@ $120.82 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
ETNEaton Corp Plc
Recent Activity
Increased 13.4%
0.77%
$48.124M
145,009 shares@ $331.88 avg price