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
1101
$18.4K ﹤0.01%
158
1102
$18.3K ﹤0.01%
4,267
1103
$18.3K ﹤0.01%
273
1104
$18.3K ﹤0.01%
2,348
1105
$18.3K ﹤0.01%
596
1106
$18.3K ﹤0.01%
1,102
1107
$18.3K ﹤0.01%
91
1108
$18.2K ﹤0.01%
267
1109
$18.1K ﹤0.01%
651
+220
1110
$18K ﹤0.01%
642
+151
1111
$17.8K ﹤0.01%
723
1112
$17.5K ﹤0.01%
198
+39
1113
$17.5K ﹤0.01%
358
-1,731
1114
$17.4K ﹤0.01%
191
+21
1115
$17.4K ﹤0.01%
800
1116
$17.3K ﹤0.01%
1,654
1117
$17.3K ﹤0.01%
326
1118
$17.2K ﹤0.01%
400
1119
$17.2K ﹤0.01%
171
1120
$16.9K ﹤0.01%
86
1121
$16.9K ﹤0.01%
676
1122
$16.8K ﹤0.01%
151
1123
$16.7K ﹤0.01%
271
-50
1124
$16.7K ﹤0.01%
375
+75
1125
$16.6K ﹤0.01%
263
43 44
45
46 47