UB
UMB Bank Portfolio holdings
AUM
$6.42B
1-Year Return
21.08%
This Quarter Return
+3.66%
1 Year Return
+21.08%
3 Year Return
+80.28%
5 Year Return
+145.46%
10 Year Return
+292.83%
AUM
$6.25B
AUM Growth
-$73.2M
(-1.2%)
Cap. Flow
-$150M
Cap. Flow
% of AUM
-2.41%
Top 10 Holdings %
Top 10 Hldgs %
30%
Holding
1,816
New
64
Increased
269
Reduced
597
Closed
119
Top Buys
| 1 |
Microchip Technology
MCHP
|
+$12M |
| 2 |
Tesla
TSLA
|
+$11.4M |
| 3 |
Booking.com
BKNG
|
+$8.82M |
| 4 |
ServiceNow
NOW
|
+$7.92M |
| 5 |
Schlumberger
SLB
|
+$7.7M |
Top Sells
| 1 |
Linde
LIN
|
+$38.5M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$15.9M |
| 3 |
Enphase Energy
ENPH
|
+$12.9M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$12.9M |
| 5 |
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% |
