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
1276
$10.4K ﹤0.01%
25
-16
1277
$10.4K ﹤0.01%
491
1278
$10.3K ﹤0.01%
178
+141
1279
$10.3K ﹤0.01%
251
-10
1280
$10.3K ﹤0.01%
100
1281
$10.2K ﹤0.01%
143
1282
$10.2K ﹤0.01%
84
-16
1283
$10.2K ﹤0.01%
+377
1284
$10.1K ﹤0.01%
356
-1
1285
$10.1K ﹤0.01%
244
1286
$10.1K ﹤0.01%
401
1287
$10.1K ﹤0.01%
163
-4
1288
$9.97K ﹤0.01%
124
1289
$9.96K ﹤0.01%
74
1290
$9.94K ﹤0.01%
639
1291
$9.93K ﹤0.01%
+272
1292
$9.91K ﹤0.01%
288
1293
$9.83K ﹤0.01%
181
-344
1294
$9.82K ﹤0.01%
+810
1295
$9.72K ﹤0.01%
69
1296
$9.71K ﹤0.01%
+276
1297
$9.7K ﹤0.01%
316
1298
$9.69K ﹤0.01%
26
+24
1299
$9.67K ﹤0.01%
1,095
1300
$9.67K ﹤0.01%
32
50 51
52
53 54