Jessica Salas

@Umb Bank, N.a.

Latest period2024 - Q4

Reported3d 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
HLFHerbalife Ltd Recent Activity New Position	0.01%	$5,038 753 shares@ $6.7 avg price	New Position
4282⤦Hp Enterprise Co Recent Activity New Position	0.01%	$4,954 79 shares@ $62.71 avg price	New Position
ACCDAccolade Inc Recent Activity New Position	0.01%	$4,672 1,366 shares@ $3.43 avg price	New Position
SONOSonos Inc Recent Activity New Position	0.01%	$4,512 300 shares@ $15.04 avg price	New Position
CONSelect Medical Holdings Corp Recent Activity New Position	0.01%	$4,332 219 shares@ $19.79 avg price	New Position
BLZEBackblaze Inc Recent Activity New Position	0.01%	$4,190 696 shares@ $6.03 avg price	New Position
BCALCalifornia Bancorp Recent Activity New Position	0.01%	$4,135 250 shares@ $16.54 avg price	New Position
ONLOrion Office Reit Inc Recent Activity New Position	0.01%	$4,044 1,090 shares@ $3.72 avg price	New Position
RPRXRoyalty Pharma Plc Recent Activity New Position	0.01%	$3,622 142 shares@ $25.51 avg price	New Position
PUKPrudential Plc Recent Activity New Position	0.01%	$3,379 212 shares@ $15.94 avg price	New Position