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
951
$32K ﹤0.01%
952
+191
952
$31.9K ﹤0.01%
7,500
953
$31.9K ﹤0.01%
1,747
-591
954
$31.4K ﹤0.01%
200
955
$31.4K ﹤0.01%
+595
956
$30.9K ﹤0.01%
370
+86
957
$30.7K ﹤0.01%
727
958
$30.7K ﹤0.01%
59
-9
959
$30.4K ﹤0.01%
113
960
$30.4K ﹤0.01%
2,000
961
$29.9K ﹤0.01%
+5,530
962
$29.5K ﹤0.01%
215
-17
963
$29.3K ﹤0.01%
1,209
964
$29.2K ﹤0.01%
8,527
965
$29.1K ﹤0.01%
405
+75
966
$29.1K ﹤0.01%
2,000
967
$28.9K ﹤0.01%
3,650
968
$28.9K ﹤0.01%
659
969
$28.7K ﹤0.01%
390
970
$28.6K ﹤0.01%
1,559
+131
971
$28.6K ﹤0.01%
511
+427
972
$28.6K ﹤0.01%
841
973
$28.6K ﹤0.01%
310
974
$28.4K ﹤0.01%
2,068
975
$28.3K ﹤0.01%
275
37 38
39
40 41