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
1326
$8.1K ﹤0.01%
170
-5
1327
$7.98K ﹤0.01%
56
1328
$7.96K ﹤0.01%
31
1329
$7.95K ﹤0.01%
161
1330
$7.93K ﹤0.01%
311
-158
1331
$7.88K ﹤0.01%
108
1332
$7.78K ﹤0.01%
72
-3
1333
$7.77K ﹤0.01%
600
1334
$7.75K ﹤0.01%
700
1335
$7.74K ﹤0.01%
1,000
1336
$7.66K ﹤0.01%
+953
1337
$7.66K ﹤0.01%
280
1338
$7.64K ﹤0.01%
1,000
1339
$7.61K ﹤0.01%
400
1340
$7.54K ﹤0.01%
+75
1341
$7.49K ﹤0.01%
37
1342
$7.48K ﹤0.01%
185
1343
$7.43K ﹤0.01%
222
1344
$7.32K ﹤0.01%
+144
1345
$7.3K ﹤0.01%
24
1346
$7.29K ﹤0.01%
500
1347
$7.29K ﹤0.01%
547
1348
$7.28K ﹤0.01%
122
1349
$7.27K ﹤0.01%
700
1350
$7.26K ﹤0.01%
49
52 53
54
55 56