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
1301
$9.37K ﹤0.01%
152
-18
1302
$9.37K ﹤0.01%
147
1303
$9.35K ﹤0.01%
2,640
1304
$9.34K ﹤0.01%
186
1305
$9.33K ﹤0.01%
36
+15
1306
$9.28K ﹤0.01%
216
1307
$9.21K ﹤0.01%
+297
1308
$9.17K ﹤0.01%
+1,887
1309
$8.83K ﹤0.01%
274
1310
$8.82K ﹤0.01%
263
1311
$8.67K ﹤0.01%
425
1312
$8.64K ﹤0.01%
+500
1313
$8.62K ﹤0.01%
140
1314
$8.6K ﹤0.01%
708
-39
1315
$8.52K ﹤0.01%
161
1316
$8.51K ﹤0.01%
43
1317
$8.39K ﹤0.01%
80
1318
$8.37K ﹤0.01%
427
1319
$8.35K ﹤0.01%
575
1320
$8.35K ﹤0.01%
300
1321
$8.3K ﹤0.01%
311
1322
$8.29K ﹤0.01%
69
1323
$8.28K ﹤0.01%
+70
1324
$8.24K ﹤0.01%
400
1325
$8.23K ﹤0.01%
358
51 52
53
54 55