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
1151
$15K ﹤0.01%
294
1152
$14.9K ﹤0.01%
400
1153
$14.8K ﹤0.01%
609
1154
$14.8K ﹤0.01%
3,078
1155
$14.8K ﹤0.01%
1,648
1156
$14.7K ﹤0.01%
340
1157
$14.7K ﹤0.01%
630
1158
$14.6K ﹤0.01%
+5,796
1159
$14.6K ﹤0.01%
+119
1160
$14.5K ﹤0.01%
57
1161
$14.5K ﹤0.01%
+1,549
1162
$14.4K ﹤0.01%
158
1163
$14.4K ﹤0.01%
89
1164
$14.4K ﹤0.01%
225
-6
1165
$14.4K ﹤0.01%
316
1166
$14.3K ﹤0.01%
1,572
1167
$14.2K ﹤0.01%
1,579
1168
$14.2K ﹤0.01%
1,112
1169
$14.2K ﹤0.01%
726
1170
$14.1K ﹤0.01%
574
1171
$14.1K ﹤0.01%
270
1172
$14.1K ﹤0.01%
1,528
1173
$14K ﹤0.01%
3,310
1174
$14K ﹤0.01%
499
1175
$14K ﹤0.01%
1,980