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
876
$41.7K ﹤0.01%
7
-9
877
$41.3K ﹤0.01%
2,028
878
$41.1K ﹤0.01%
1,154
+154
879
$40.9K ﹤0.01%
1,198
880
$40.9K ﹤0.01%
330
881
$40.8K ﹤0.01%
714
-340
882
$40.8K ﹤0.01%
460
-57
883
$40.7K ﹤0.01%
1,415
884
$40.5K ﹤0.01%
853
885
$39.9K ﹤0.01%
55
+18
886
$39.8K ﹤0.01%
963
-1,301
887
$39.5K ﹤0.01%
1,886
888
$39.5K ﹤0.01%
875
889
$39.4K ﹤0.01%
462
+67
890
$39.1K ﹤0.01%
379
891
$38.6K ﹤0.01%
1,140
892
$38.6K ﹤0.01%
250
893
$38.2K ﹤0.01%
508
894
$38.1K ﹤0.01%
329
895
$37.9K ﹤0.01%
572
-267
896
$37.9K ﹤0.01%
1,571
-36
897
$37.7K ﹤0.01%
2,133
-1
898
$37.3K ﹤0.01%
642
+364
899
$36.9K ﹤0.01%
221
900
$36.6K ﹤0.01%
521
-33
34 35
36
37 38