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
1376
$6.29K ﹤0.01%
99
1377
$6.22K ﹤0.01%
24
1378
$6.2K ﹤0.01%
408
-25
1379
$6.2K ﹤0.01%
96
1380
$6.15K ﹤0.01%
29
1381
$6.08K ﹤0.01%
+500
1382
$6.08K ﹤0.01%
150
1383
$6.04K ﹤0.01%
76
+72
1384
$6.03K ﹤0.01%
195
1385
$6.02K ﹤0.01%
122
1386
$5.94K ﹤0.01%
547
1387
$5.94K ﹤0.01%
700
1388
$5.92K ﹤0.01%
580
+375
1389
$5.82K ﹤0.01%
185
1390
$5.72K ﹤0.01%
+77
1391
$5.66K ﹤0.01%
64
1392
$5.63K ﹤0.01%
+113
1393
$5.57K ﹤0.01%
+217
1394
$5.54K ﹤0.01%
50
+7
1395
$5.51K ﹤0.01%
156
1396
$5.51K ﹤0.01%
700
1397
$5.5K ﹤0.01%
522
+105
1398
$5.49K ﹤0.01%
1,204
1399
$5.47K ﹤0.01%
457
+193
1400
$5.46K ﹤0.01%
100