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
976
$28.2K ﹤0.01%
710
977
$28.1K ﹤0.01%
197
978
$28.1K ﹤0.01%
1,221
979
$28.1K ﹤0.01%
1,000
-297
980
$28K ﹤0.01%
1,000
981
$28K ﹤0.01%
382
982
$27.7K ﹤0.01%
1,267
983
$27.7K ﹤0.01%
7,354
984
$27.6K ﹤0.01%
+3,160
985
$27.4K ﹤0.01%
217
+30
986
$27.4K ﹤0.01%
2,081
987
$27.4K ﹤0.01%
1,625
988
$27.4K ﹤0.01%
2,666
989
$27.4K ﹤0.01%
172
-22
990
$27.3K ﹤0.01%
223
991
$27.3K ﹤0.01%
163
+27
992
$27.3K ﹤0.01%
1,174
+82
993
$26.9K ﹤0.01%
648
994
$26.9K ﹤0.01%
1,632
995
$26.7K ﹤0.01%
527
996
$26.6K ﹤0.01%
212
997
$26.6K ﹤0.01%
+2,159
998
$26.5K ﹤0.01%
2,456
+555
999
$26.5K ﹤0.01%
400
1000
$26.4K ﹤0.01%
781
38 39
40
41 42