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
VSHVishay Intertechnology Inc Recent Activity New Position	0.01%	$3,337 197 shares@ $16.94 avg price	New Position
HIHillenbrand Inc Recent Activity New Position	0.01%	$2,955 96 shares@ $30.79 avg price	New Position
CRGYCrescent Energy Co Recent Activity New Position	0.01%	$2,776 190 shares@ $14.62 avg price	New Position
ULCCFrontier Group Holdings Inc Recent Activity New Position	0.01%	$2,744 386 shares@ $7.11 avg price	New Position
GDXVan Eck Associates Corp Recent Activity New Position	0.01%	$2,543 75 shares@ $33.91 avg price	New Position
AESIAtlas Energy Solutions Inc Recent Activity New Position	0.01%	$2,506 113 shares@ $22.18 avg price	New Position
CURBCurbline Pptys Cor Recent Activity New Position	0.01%	$2,461 106 shares@ $23.22 avg price	New Position
LYTSLsi Industries Inc Recent Activity New Position	0.01%	$1,942 100 shares@ $19.42 avg price	New Position
IHIBlackrock Fund Advisors Recent Activity New Position	0.01%	$1,926 33 shares@ $58.37 avg price	New Position
AGNCAgnc Investment Corp Recent Activity New Position	0.01%	$1,888 205 shares@ $9.21 avg price	New Position