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
1351
$7.21K ﹤0.01%
143
1352
$7.18K ﹤0.01%
219
-310
1353
$7.17K ﹤0.01%
560
1354
$7.15K ﹤0.01%
1,000
1355
$6.99K ﹤0.01%
78
+65
1356
$6.98K ﹤0.01%
52
1357
$6.93K ﹤0.01%
124
1358
$6.92K ﹤0.01%
700
-1,060
1359
$6.86K ﹤0.01%
240
-473
1360
$6.81K ﹤0.01%
82
+34
1361
$6.67K ﹤0.01%
839
1362
$6.63K ﹤0.01%
726
+617
1363
$6.62K ﹤0.01%
31
-1
1364
$6.59K ﹤0.01%
200
1365
$6.58K ﹤0.01%
89
1366
$6.54K ﹤0.01%
+500
1367
$6.46K ﹤0.01%
176
1368
$6.46K ﹤0.01%
+33
1369
$6.45K ﹤0.01%
365
1370
$6.43K ﹤0.01%
757
1371
$6.38K ﹤0.01%
39
+31
1372
$6.35K ﹤0.01%
+237
1373
$6.33K ﹤0.01%
600
1374
$6.31K ﹤0.01%
306
1375
$6.31K ﹤0.01%
76
53 54
55
56 57