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
1426
$4.57K ﹤0.01%
100
-100
1427
$4.57K ﹤0.01%
87
-17
1428
$4.56K ﹤0.01%
47
-1,169
1429
$4.53K ﹤0.01%
1,000
1430
$4.5K ﹤0.01%
156
1431
$4.45K ﹤0.01%
70
-92
1432
$4.41K ﹤0.01%
33
1433
$4.38K ﹤0.01%
417
1434
$4.3K ﹤0.01%
11
-15
1435
$4.29K ﹤0.01%
55
1436
$4.25K ﹤0.01%
266
1437
$4.13K ﹤0.01%
285
1438
$4.11K ﹤0.01%
74
1439
$4.07K ﹤0.01%
310
1440
$4.04K ﹤0.01%
249
1441
$4.01K ﹤0.01%
96
+16
1442
$4K ﹤0.01%
36
1443
$3.99K ﹤0.01%
75
1444
$3.98K ﹤0.01%
94
-200
1445
$3.98K ﹤0.01%
79
+26
1446
$3.95K ﹤0.01%
100
1447
$3.91K ﹤0.01%
106
1448
$3.91K ﹤0.01%
157
1449
$3.91K ﹤0.01%
484
+12
1450
$3.9K ﹤0.01%
500
56 57
58
59 60