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
1251
$11.4K ﹤0.01%
312
-1,002
1252
$11.4K ﹤0.01%
328
+262
1253
$11.4K ﹤0.01%
163
1254
$11.4K ﹤0.01%
413
1255
$11.3K ﹤0.01%
152
+82
1256
$11.3K ﹤0.01%
193
1257
$11.2K ﹤0.01%
666
1258
$11.2K ﹤0.01%
163
-257
1259
$11.2K ﹤0.01%
+746
1260
$11.2K ﹤0.01%
400
1261
$11.2K ﹤0.01%
2,988
+906
1262
$11.1K ﹤0.01%
270
+170
1263
$11.1K ﹤0.01%
351
1264
$11.1K ﹤0.01%
356
1265
$11K ﹤0.01%
+219
1266
$11K ﹤0.01%
1,035
1267
$10.9K ﹤0.01%
452
+55
1268
$10.9K ﹤0.01%
107
1269
$10.9K ﹤0.01%
440
1270
$10.9K ﹤0.01%
100
+83
1271
$10.7K ﹤0.01%
112
1272
$10.7K ﹤0.01%
233
1273
$10.6K ﹤0.01%
153
-3
1274
$10.6K ﹤0.01%
132
1275
$10.5K ﹤0.01%
465
49 50
51
52 53