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
901
$36.5K ﹤0.01%
354
+157
902
$36.4K ﹤0.01%
1,242
903
$36.4K ﹤0.01%
409
904
$36.1K ﹤0.01%
450
905
$36.1K ﹤0.01%
600
906
$36.1K ﹤0.01%
600
907
$36K ﹤0.01%
1,081
908
$36K ﹤0.01%
3,515
909
$35.9K ﹤0.01%
1,337
-5,997
910
$35.9K ﹤0.01%
828
911
$35.8K ﹤0.01%
3,476
912
$35.8K ﹤0.01%
837
913
$35.8K ﹤0.01%
3,534
914
$35.7K ﹤0.01%
3,427
915
$35.3K ﹤0.01%
712
+16
916
$35.2K ﹤0.01%
4,417
-1,104
917
$35.2K ﹤0.01%
464
918
$35.1K ﹤0.01%
271
919
$35K ﹤0.01%
1,097
+151
920
$35K ﹤0.01%
4,253
921
$34.8K ﹤0.01%
1,672
922
$34.8K ﹤0.01%
3,548
923
$34.7K ﹤0.01%
5,865
+91
924
$34.7K ﹤0.01%
693
925
$34.6K ﹤0.01%
1,612
35 36
37
38 39