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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
JNJJohnson & Johnson
Recent Activity
Decreased -1.56%
0.74%
$46.192M
319,400 shares@ $144.62 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -3.29%
0.73%
$45.684M
90,310 shares@ $505.87 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -10.41%
0.72%
$45.08M
419,078 shares@ $107.57 avg price
NEENextera Energy
Recent Activity
Decreased -3.04%
0.69%
$43.439M
605,927 shares@ $71.7 avg price
MCDMcdonald's Corp
Recent Activity
Decreased -1.84%
0.62%
$39.005M
134,552 shares@ $289.9 avg price
ORLYO'reilly Automotive Inc
Recent Activity
Decreased -5.15%
0.61%
$38.217M
32,229 shares@ $1185.8 avg price
IWMIshares
Recent Activity
Decreased -2.46%
0.59%
$36.944M
167,197 shares@ $220.96 avg price
PHParker-hannifin
Recent Activity
Decreased -1.23%
0.58%
$36.661M
57,640 shares@ $636.03 avg price
ORCLOracle Corp
Recent Activity
Increased 49.89%
0.57%
$35.47M
212,857 shares@ $166.64 avg price