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
851
$46.1K ﹤0.01%
1,900
852
$46K ﹤0.01%
584
853
$45.9K ﹤0.01%
514
854
$45.2K ﹤0.01%
458
+17
855
$45.1K ﹤0.01%
1,935
-21
856
$45K ﹤0.01%
1,405
-500
857
$44.8K ﹤0.01%
1,131
+113
858
$44.5K ﹤0.01%
963
859
$44.4K ﹤0.01%
1,104
+121
860
$44.3K ﹤0.01%
224
+185
861
$44K ﹤0.01%
1,321
+179
862
$43.9K ﹤0.01%
+936
863
$43.8K ﹤0.01%
7,970
864
$43.8K ﹤0.01%
413
+13
865
$43.8K ﹤0.01%
411
+27
866
$43.5K ﹤0.01%
445
+29
867
$43.4K ﹤0.01%
973
+341
868
$43K ﹤0.01%
401
869
$42.7K ﹤0.01%
3,500
870
$42.5K ﹤0.01%
1,234
-250
871
$42.4K ﹤0.01%
2,001
+1,862
872
$42K ﹤0.01%
684
873
$42K ﹤0.01%
1,034
874
$41.8K ﹤0.01%
1,074
875
$41.8K ﹤0.01%
789
+33
33 34
35
36 37