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
751
$71.9K ﹤0.01%
500
752
$71.6K ﹤0.01%
2,087
+66
753
$70.8K ﹤0.01%
900
754
$70.6K ﹤0.01%
1,110
-60
755
$70.3K ﹤0.01%
347
+166
756
$70.2K ﹤0.01%
2,848
+589
757
$69.8K ﹤0.01%
2,610
758
$69.3K ﹤0.01%
698
+61
759
$68.5K ﹤0.01%
283
-15
760
$67.9K ﹤0.01%
938
-330
761
$67.7K ﹤0.01%
5,548
762
$67.5K ﹤0.01%
2,148
+51
763
$67.4K ﹤0.01%
1,766
764
$67.4K ﹤0.01%
1,218
-154
765
$66.9K ﹤0.01%
650
766
$66.7K ﹤0.01%
651
767
$66.6K ﹤0.01%
709
-127
768
$66.6K ﹤0.01%
1,453
-5,360
769
$66.4K ﹤0.01%
774
-73
770
$66.2K ﹤0.01%
416
+37
771
$66.1K ﹤0.01%
2,100
772
$65.4K ﹤0.01%
1,920
773
$64.7K ﹤0.01%
485
774
$64.5K ﹤0.01%
4,013
-222
775
$64.5K ﹤0.01%
1,190
29 30
31
32 33