UB

UMB Bank Portfolio holdings

AUM $6.8B
1-Year Est. Return 21.11%
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.23B
AUM Growth
-$358M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,767
New
Increased
Reduced
Closed

Top Buys

1
+$94.1M
2
+$13M
3
+$10.3M
4
V icon
Visa
V
+$7.08M
5
NVDA icon
NVIDIA
NVDA
+$6.38M

Top Sells

1
+$35.1M
2
+$11.2M
3
+$11.1M
4
IBM icon
IBM
IBM
+$11.1M
5
O icon
Realty Income
O
+$10.7M

Sector Composition

1 Financials 20.34%
2 Technology 14.17%
3 Healthcare 9.97%
4 Consumer Discretionary 8.6%
5 Industrials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$94.8K ﹤0.01%
4,859
702
$94.3K ﹤0.01%
11,320
+4,457
703
$93.2K ﹤0.01%
870
+225
704
$92.8K ﹤0.01%
1,259
+50
705
$92.6K ﹤0.01%
855
+68
706
$92.1K ﹤0.01%
900
+9
707
$92K ﹤0.01%
502
708
$91.6K ﹤0.01%
310
709
$90.7K ﹤0.01%
4,890
710
$90.1K ﹤0.01%
548
-2
711
$89.9K ﹤0.01%
219
-123
712
$89.7K ﹤0.01%
539
+51
713
$89.7K ﹤0.01%
1,252
714
$88.3K ﹤0.01%
1,018
+50
715
$87.8K ﹤0.01%
1,183
+48
716
$87.7K ﹤0.01%
566
717
$87.1K ﹤0.01%
2,930
718
$85.7K ﹤0.01%
712
+47
719
$84.9K ﹤0.01%
666
-52
720
$84.3K ﹤0.01%
522
-61
721
$84.3K ﹤0.01%
1,425
722
$82.1K ﹤0.01%
4,834
723
$81.9K ﹤0.01%
2,700
-2,500
724
$81.9K ﹤0.01%
3,956
725
$81.5K ﹤0.01%
390
+338
27 28
29
30 31