Umb Bank, N.A. has filed its 13F form on April 26, 2024 for Q1 2024 where it was disclosed a total value porftolio of $6.21 Billion distributed in 3036 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Umb Financial Corp with a value of $456M, Ishares Core S&P 500 ETF with a value of $286M, Microsoft Corp with a value of $245M, Apple Inc. with a value of $244M, and Berkshire Hathaway Inc with a value of $168M.
Examining the 13F form we can see an decrease of $514M in the current position value, from $6.73B to 6.21B.
Below you can find more details about Umb Bank, N.A. portfolio as well as his latest detailed transactions.
Portfolio value
$6.21 Billion
ETFs: $1.51 Billion
Financial Services: $1.3 Billion
Technology: $1.04 Billion
Healthcare: $506 Million
Consumer Cyclical: $488 Million
Industrials: $396 Million
Consumer Defensive: $339 Million
Communication Services: $287 Million
Other: $352 Million
Stock Holdings Table Market Cap. of Under $50 Millions