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
1276
$10.5K ﹤0.01%
2,190
1277
$10.5K ﹤0.01%
100
1278
$10.3K ﹤0.01%
+1,200
1279
$10.3K ﹤0.01%
1,142
+642
1280
$10.2K ﹤0.01%
984
-206
1281
$10.1K ﹤0.01%
163
1282
$10.1K ﹤0.01%
223
1283
$10.1K ﹤0.01%
324
1284
$10.1K ﹤0.01%
775
-152
1285
$10.1K ﹤0.01%
272
1286
$10.1K ﹤0.01%
152
1287
$9.99K ﹤0.01%
95
1288
$9.99K ﹤0.01%
102
+42
1289
$9.98K ﹤0.01%
472
1290
$9.97K ﹤0.01%
885
1291
$9.95K ﹤0.01%
+1,046
1292
$9.93K ﹤0.01%
139
1293
$9.88K ﹤0.01%
277
-157
1294
$9.83K ﹤0.01%
304
1295
$9.82K ﹤0.01%
320
1296
$9.69K ﹤0.01%
177
-76
1297
$9.51K ﹤0.01%
194
1298
$9.5K ﹤0.01%
143
1299
$9.43K ﹤0.01%
75
1300
$9.37K ﹤0.01%
1,368
50 51
52
53 54