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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
CBSHCommerce Bancshares Inc Mo
Recent Activity
Increased 3.99%
0.26%
$16.278M
261,234 shares@ $62.32 avg price
VWOVanguard Etf Usa
Recent Activity
Increased 2.92%
0.23%
$14.075M
319,600 shares@ $44.04 avg price
VTEBVanguard Etf Usa
Recent Activity
Increased 191.41%
0.23%
$14.019M
279,653 shares@ $50.14 avg price
ECLEcolab Inc
Recent Activity
Increased 1.59%
0.21%
$12.803M
54,640 shares@ $234.33 avg price
ZTSZoetis Inc
Recent Activity
Increased 0.87%
0.2%
$12.514M
76,807 shares@ $162.94 avg price
BROBrown & Brown Inc
Recent Activity
Increased 0.11%
0.2%
$12.019M
117,809 shares@ $102.03 avg price
BMYBristol-myrs Squib
Recent Activity
Increased 178.17%
0.19%
$11.621M
205,457 shares@ $56.57 avg price
RTXRtx Corp
Recent Activity
Increased 1.26%
0.19%
$11.59M
100,153 shares@ $115.72 avg price
ADPAutomatic Data Processing
Recent Activity
Increased 0.05%
0.19%
$11.503M
39,294 shares@ $292.73 avg price
ITWIllinois Tool Wks
Recent Activity
Increased 92.96%
0.18%
$10.791M
42,558 shares@ $253.57 avg price