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
1226
$12.1K ﹤0.01%
207
1227
$12.1K ﹤0.01%
442
1228
$12.1K ﹤0.01%
200
1229
$12.1K ﹤0.01%
560
1230
$12K ﹤0.01%
125
+53
1231
$12K ﹤0.01%
74
1232
$12K ﹤0.01%
339
1233
$11.9K ﹤0.01%
650
1234
$11.9K ﹤0.01%
404
1235
$11.9K ﹤0.01%
2,948
1236
$11.8K ﹤0.01%
+500
1237
$11.8K ﹤0.01%
138
+30
1238
$11.8K ﹤0.01%
115
1239
$11.8K ﹤0.01%
27
+11
1240
$11.8K ﹤0.01%
84
+10
1241
$11.8K ﹤0.01%
227
1242
$11.8K ﹤0.01%
66
1243
$11.8K ﹤0.01%
390
+20
1244
$11.8K ﹤0.01%
33
1245
$11.6K ﹤0.01%
200
1246
$11.6K ﹤0.01%
187
1247
$11.6K ﹤0.01%
100
1248
$11.6K ﹤0.01%
700
1249
$11.5K ﹤0.01%
251
1250
$11.5K ﹤0.01%
387