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
$6.42B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,199
New
Increased
Reduced
Closed

Top Buys

1 +$30M
2 +$12.8M
3 +$11.8M
4
KO icon
Coca-Cola
KO
+$10.9M
5
APO icon
Apollo Global Management
APO
+$9.59M

Top Sells

1 +$23.2M
2 +$13.4M
3 +$11.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.7M
5
DHR icon
Danaher
DHR
+$11.3M

Sector Composition

1 Financials 21.4%
2 Technology 19.16%
3 Consumer Discretionary 7.27%
4 Communication Services 5.6%
5 Healthcare 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IDU icon
976
iShares US Utilities ETF
IDU
$1.65B
$70.6K ﹤0.01%
675
-525
MDGL icon
977
Madrigal Pharmaceuticals
MDGL
$11.6B
$70.5K ﹤0.01%
233
REXR icon
978
Rexford Industrial Realty
REXR
$9.76B
$70.5K ﹤0.01%
1,981
-896
CUZ icon
979
Cousins Properties
CUZ
$4.36B
$70.3K ﹤0.01%
2,341
+1,002
CAVA icon
980
CAVA Group
CAVA
$5.68B
$70.2K ﹤0.01%
834
+644
ALGN icon
981
Align Technology
ALGN
$10.2B
$70.2K ﹤0.01%
371
-3
CNI icon
982
Canadian National Railway
CNI
$58.7B
$70.1K ﹤0.01%
674
-790
GXO icon
983
GXO Logistics
GXO
$5.88B
$70K ﹤0.01%
1,438
-324
CFFN icon
984
Capitol Federal Financial
CFFN
$814M
$69.9K ﹤0.01%
11,458
-164
ZBRA icon
985
Zebra Technologies
ZBRA
$13.2B
$69.7K ﹤0.01%
226
-74
MASI icon
986
Masimo
MASI
$7.88B
$69.5K ﹤0.01%
413
-34
PAG icon
987
Penske Automotive Group
PAG
$10.4B
$69.1K ﹤0.01%
402
+63
MOS icon
988
The Mosaic Company
MOS
$8.06B
$69.1K ﹤0.01%
1,893
+387
EPAM icon
989
EPAM Systems
EPAM
$10B
$69K ﹤0.01%
390
+286
BRKR icon
990
Bruker
BRKR
$6.19B
$68.9K ﹤0.01%
1,673
+348
SMCI icon
991
Super Micro Computer
SMCI
$23.3B
$68.8K ﹤0.01%
1,404
-30
NSP icon
992
Insperity
NSP
$1.26B
$68.8K ﹤0.01%
1,144
-24
AA icon
993
Alcoa
AA
$9.93B
$68.8K ﹤0.01%
2,330
-525
LSCC icon
994
Lattice Semiconductor
LSCC
$8.99B
$68.6K ﹤0.01%
1,401
-13
LFUS icon
995
Littelfuse
LFUS
$6.04B
$68.2K ﹤0.01%
301
-109
CMC icon
996
Commercial Metals
CMC
$6.66B
$68.2K ﹤0.01%
1,394
+610
ANSS
997
DELISTED
Ansys
ANSS
$68.1K ﹤0.01%
194
-258
LBRDA icon
998
Liberty Broadband Class A
LBRDA
$6.9B
$67.9K ﹤0.01%
694
ALC icon
999
Alcon
ALC
$37.8B
$67.9K ﹤0.01%
769
+125
CPB icon
1000
Campbell Soup
CPB
$9.33B
$67.3K ﹤0.01%
2,196
+573