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
$6.25B
AUM Growth
-$73.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,816
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.4M
3
+$8.82M
4
NOW icon
ServiceNow
NOW
+$7.92M
5
SLB icon
SLB Ltd
SLB
+$7.7M

Top Sells

1
+$38.5M
2
+$15.9M
3
+$12.9M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$12.9M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$12.1M

Sector Composition

1 Financials 21.09%
2 Technology 13.5%
3 Healthcare 10.95%
4 Consumer Discretionary 7.65%
5 Industrials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$42.6K ﹤0.01%
78
877
$42.3K ﹤0.01%
594
-6
878
$41.9K ﹤0.01%
3,476
879
$41.9K ﹤0.01%
1,160
880
$41.8K ﹤0.01%
558
881
$41.7K ﹤0.01%
330
+14
882
$41.7K ﹤0.01%
4,253
883
$41.6K ﹤0.01%
3,515
884
$41.5K ﹤0.01%
803
+62
885
$41.4K ﹤0.01%
837
886
$41.3K ﹤0.01%
398
-9
887
$41.3K ﹤0.01%
600
888
$41.2K ﹤0.01%
948
889
$41.1K ﹤0.01%
330
+22
890
$41K ﹤0.01%
3,427
891
$40.8K ﹤0.01%
1,034
892
$40.7K ﹤0.01%
152
893
$40.6K ﹤0.01%
1,314
894
$40.5K ﹤0.01%
3,534
895
$40.4K ﹤0.01%
684
-201
896
$40.4K ﹤0.01%
4,299
897
$40.3K ﹤0.01%
1,354
898
$40.2K ﹤0.01%
7,970
899
$40K ﹤0.01%
464
900
$39.9K ﹤0.01%
3,267
34 35
36
37 38