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
1176
$14K ﹤0.01%
1,504
1177
$14K ﹤0.01%
1,379
1178
$13.9K ﹤0.01%
317
1179
$13.9K ﹤0.01%
758
1180
$13.9K ﹤0.01%
2,061
1181
$13.9K ﹤0.01%
528
1182
$13.7K ﹤0.01%
181
1183
$13.7K ﹤0.01%
+162
1184
$13.6K ﹤0.01%
153
+54
1185
$13.5K ﹤0.01%
277
-27
1186
$13.4K ﹤0.01%
+490
1187
$13.4K ﹤0.01%
144
1188
$13.4K ﹤0.01%
770
1189
$13.4K ﹤0.01%
171
1190
$13.3K ﹤0.01%
900
1191
$13.3K ﹤0.01%
599
1192
$13.3K ﹤0.01%
87
1193
$13.3K ﹤0.01%
182
-106
1194
$13.2K ﹤0.01%
610
1195
$13.2K ﹤0.01%
371
+100
1196
$13.2K ﹤0.01%
1,306
1197
$13.2K ﹤0.01%
101
+45
1198
$13.2K ﹤0.01%
688
+273
1199
$13.1K ﹤0.01%
91
1200
$13K ﹤0.01%
378
46 47
48
49 50