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
$6.25B
AUM Growth
-$73.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,816
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$11.4M
3 +$8.82M
4
NOW icon
ServiceNow
NOW
+$7.92M
5
SLB icon
SLB Ltd
SLB
+$7.7M

Top Sells

1 +$38.5M
2 +$15.9M
3 +$12.9M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$12.9M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$12.1M

Sector Composition

1 Financials 21.09%
2 Technology 13.5%
3 Healthcare 10.95%
4 Consumer Discretionary 7.65%
5 Industrials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$24.6K ﹤0.01%
1,267
1027
$24.5K ﹤0.01%
2,416
1028
$24.5K ﹤0.01%
713
1029
$24.4K ﹤0.01%
2,057
+1,515
1030
$24.4K ﹤0.01%
2,131
1031
$24.4K ﹤0.01%
2,385
1032
$24.3K ﹤0.01%
2,265
1033
$24.3K ﹤0.01%
596
1034
$24.3K ﹤0.01%
254
1035
$24.2K ﹤0.01%
476
+197
1036
$24.2K ﹤0.01%
547
-3,511
1037
$24K ﹤0.01%
8,527
+6,216
1038
$24K ﹤0.01%
285
1039
$23.9K ﹤0.01%
2,294
1040
$23.6K ﹤0.01%
200
1041
$23.6K ﹤0.01%
2,706
+258
1042
$23.6K ﹤0.01%
88
1043
$23.6K ﹤0.01%
842
+425
1044
$23.3K ﹤0.01%
447
1045
$23.2K ﹤0.01%
400
1046
$23.2K ﹤0.01%
962
1047
$23.2K ﹤0.01%
296
+18
1048
$23.1K ﹤0.01%
212
1049
$23.1K ﹤0.01%
171
-1
1050
$23K ﹤0.01%
2,000
-426