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
1151
$16K ﹤0.01%
199
-25
1152
$15.8K ﹤0.01%
1,306
1153
$15.7K ﹤0.01%
397
1154
$15.7K ﹤0.01%
218
-212
1155
$15.7K ﹤0.01%
+1,732
1156
$15.5K ﹤0.01%
+381
1157
$15.5K ﹤0.01%
435
1158
$15.3K ﹤0.01%
200
1159
$15.3K ﹤0.01%
562
-50
1160
$15.3K ﹤0.01%
146
1161
$15.3K ﹤0.01%
900
1162
$15.3K ﹤0.01%
263
1163
$15.2K ﹤0.01%
89
1164
$15.2K ﹤0.01%
183
+40
1165
$15.2K ﹤0.01%
980
-50
1166
$15.1K ﹤0.01%
273
1167
$15.1K ﹤0.01%
226
+205
1168
$15K ﹤0.01%
609
-591
1169
$15K ﹤0.01%
+726
1170
$15K ﹤0.01%
413
1171
$14.9K ﹤0.01%
+630
1172
$14.9K ﹤0.01%
609
-591
1173
$14.9K ﹤0.01%
400
1174
$14.9K ﹤0.01%
400
1175
$14.8K ﹤0.01%
+543