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
HIMSHims & Hers Health Inc Recent Activity New Position	0.01%	$9,116 377 shares@ $24.19 avg price	New Position
IUSBBlackrock Fund Advisors Recent Activity New Position	0.01%	$8,769 194 shares@ $45.21 avg price	New Position
CTVInnovid Corp Recent Activity New Position	0.01%	$7,985 2,584 shares@ $3.1 avg price	New Position
FUNSix Flags Entertainment Corp Recent Activity New Position	0.01%	$7,951 165 shares@ $48.19 avg price	New Position
CDPCopt Defense Properties Recent Activity New Position	0.01%	$7,861 254 shares@ $30.95 avg price	New Position
DHAdvent International Lp Recent Activity New Position	0.01%	$7,234 1,760 shares@ $4.12 avg price	New Position
AIC3.ai Inc Recent Activity New Position	0.01%	$6,886 200 shares@ $34.43 avg price	New Position
BRCCBrc Inc Recent Activity New Position	0.01%	$6,055 1,910 shares@ $3.18 avg price	New Position
FLGFlagstar Financial Inc Recent Activity New Position	0.01%	$5,775 619 shares@ $9.33 avg price	New Position
ETHAIshares Etfs Usa Recent Activity New Position	0.01%	$5,311 210 shares@ $25.3 avg price	New Position