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
826
$51.7K ﹤0.01%
471
827
$51.4K ﹤0.01%
1,680
828
$50.9K ﹤0.01%
1,675
-10
829
$50.9K ﹤0.01%
649
830
$49.9K ﹤0.01%
806
831
$49.8K ﹤0.01%
653
+44
832
$49.7K ﹤0.01%
3,557
-184
833
$49.6K ﹤0.01%
4,504
+4,317
834
$49.6K ﹤0.01%
1,341
835
$49.5K ﹤0.01%
1,389
+89
836
$48.6K ﹤0.01%
500
+200
837
$48.4K ﹤0.01%
3,001
838
$48.4K ﹤0.01%
482
-9
839
$48.1K ﹤0.01%
1,625
840
$48K ﹤0.01%
884
841
$47.6K ﹤0.01%
2,704
842
$47.5K ﹤0.01%
900
843
$47.4K ﹤0.01%
137
844
$47.3K ﹤0.01%
+104
845
$47.2K ﹤0.01%
2,700
846
$46.7K ﹤0.01%
385
847
$46.6K ﹤0.01%
1,600
848
$46.4K ﹤0.01%
2,053
-132
849
$46.3K ﹤0.01%
195
+7
850
$46.1K ﹤0.01%
700
-91
32 33
34
35 36