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
926
$34.5K ﹤0.01%
766
927
$34.3K ﹤0.01%
213
-50
928
$34.1K ﹤0.01%
3,307
929
$34.1K ﹤0.01%
500
-16
930
$34K ﹤0.01%
3,267
931
$33.9K ﹤0.01%
509
932
$33.7K ﹤0.01%
885
-3,857
933
$33.6K ﹤0.01%
1,403
934
$33.3K ﹤0.01%
482
935
$33.3K ﹤0.01%
422
936
$33.2K ﹤0.01%
626
+51
937
$33.2K ﹤0.01%
2,952
938
$33.1K ﹤0.01%
819
939
$33.1K ﹤0.01%
1,906
-330
940
$33.1K ﹤0.01%
4,299
941
$33.1K ﹤0.01%
626
+41
942
$32.8K ﹤0.01%
422
943
$32.7K ﹤0.01%
796
944
$32.6K ﹤0.01%
691
945
$32.6K ﹤0.01%
780
946
$32.5K ﹤0.01%
300
947
$32.5K ﹤0.01%
963
-53
948
$32.2K ﹤0.01%
189
949
$32.1K ﹤0.01%
856
950
$32.1K ﹤0.01%
2,875
36 37
38
39 40