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
1126
$16.7K ﹤0.01%
1,528
1127
$16.7K ﹤0.01%
1,852
1128
$16.7K ﹤0.01%
405
1129
$16.7K ﹤0.01%
442
+328
1130
$16.7K ﹤0.01%
749
1131
$16.7K ﹤0.01%
188
1132
$16.6K ﹤0.01%
1,385
1133
$16.6K ﹤0.01%
304
-39
1134
$16.5K ﹤0.01%
342
-100
1135
$16.5K ﹤0.01%
1,648
1136
$16.5K ﹤0.01%
6,209
+2,873
1137
$16.4K ﹤0.01%
1,572
1138
$16.4K ﹤0.01%
1,579
1139
$16.3K ﹤0.01%
4,293
+2,800
1140
$16.3K ﹤0.01%
574
1141
$16.3K ﹤0.01%
894
+862
1142
$16.2K ﹤0.01%
333
+33
1143
$16.2K ﹤0.01%
425
-100
1144
$16.2K ﹤0.01%
1,504
1145
$16.1K ﹤0.01%
120
1146
$16.1K ﹤0.01%
1,379
1147
$16.1K ﹤0.01%
180
1148
$16K ﹤0.01%
132
1149
$16K ﹤0.01%
382
1150
$16K ﹤0.01%
2,200