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
776
$64K ﹤0.01%
469
+98
777
$63.3K ﹤0.01%
315
+15
778
$63.2K ﹤0.01%
1,227
779
$63.1K ﹤0.01%
554
780
$62.6K ﹤0.01%
1,208
781
$62.4K ﹤0.01%
1,592
-796
782
$62.2K ﹤0.01%
572
783
$62K ﹤0.01%
7,598
784
$61.5K ﹤0.01%
377
785
$61.2K ﹤0.01%
2,263
-40
786
$61K ﹤0.01%
850
787
$60.6K ﹤0.01%
6,350
788
$60.4K ﹤0.01%
472
789
$60.4K ﹤0.01%
2,612
-87
790
$60.3K ﹤0.01%
230
+48
791
$60.3K ﹤0.01%
1,010
792
$60.1K ﹤0.01%
779
793
$59.8K ﹤0.01%
2,028
794
$59.7K ﹤0.01%
921
+78
795
$59.7K ﹤0.01%
1,363
796
$59.6K ﹤0.01%
1,318
797
$58.7K ﹤0.01%
620
+164
798
$58.4K ﹤0.01%
7,500
799
$58K ﹤0.01%
594
800
$57.7K ﹤0.01%
6,085
+2,492
30 31
32
33 34