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
1051
$21.9K ﹤0.01%
+193
1052
$21.8K ﹤0.01%
88
1053
$21.7K ﹤0.01%
409
-34
1054
$21.5K ﹤0.01%
105
1055
$21.4K ﹤0.01%
2,416
1056
$21.4K ﹤0.01%
248
1057
$21.3K ﹤0.01%
257
1058
$21.3K ﹤0.01%
176
1059
$21.3K ﹤0.01%
516
-144
1060
$21.2K ﹤0.01%
774
1061
$21.2K ﹤0.01%
2,385
1062
$21.1K ﹤0.01%
1,352
1063
$21K ﹤0.01%
2,131
1064
$20.9K ﹤0.01%
2,294
1065
$20.8K ﹤0.01%
721
1066
$20.8K ﹤0.01%
1,000
1067
$20.8K ﹤0.01%
663
1068
$20.8K ﹤0.01%
2,265
1069
$20.6K ﹤0.01%
161
-66
1070
$20.6K ﹤0.01%
1,160
1071
$20.5K ﹤0.01%
710
+46
1072
$20.5K ﹤0.01%
704
1073
$20.3K ﹤0.01%
405
1074
$20.3K ﹤0.01%
461
-234
1075
$20.3K ﹤0.01%
1,033
41 42
43
44 45