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
1126
$16.6K ﹤0.01%
66
1127
$16.5K ﹤0.01%
273
-3
1128
$16.5K ﹤0.01%
787
1129
$16.5K ﹤0.01%
174
+28
1130
$16.4K ﹤0.01%
500
1131
$16.3K ﹤0.01%
118
1132
$16.3K ﹤0.01%
188
1133
$16.1K ﹤0.01%
750
1134
$16K ﹤0.01%
710
1135
$16K ﹤0.01%
3,486
+1,286
1136
$16K ﹤0.01%
94
-31
1137
$16K ﹤0.01%
79
1138
$15.9K ﹤0.01%
639
1139
$15.9K ﹤0.01%
456
1140
$15.8K ﹤0.01%
1,438
1141
$15.7K ﹤0.01%
32
+6
1142
$15.7K ﹤0.01%
+174
1143
$15.6K ﹤0.01%
209
1144
$15.6K ﹤0.01%
39
-39
1145
$15.5K ﹤0.01%
104
1146
$15.3K ﹤0.01%
443
1147
$15.2K ﹤0.01%
562
1148
$15.1K ﹤0.01%
609
1149
$15.1K ﹤0.01%
459
1150
$15K ﹤0.01%
1,852