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
1426
$4.76K ﹤0.01%
60
1427
$4.7K ﹤0.01%
123
-604
1428
$4.63K ﹤0.01%
62
1429
$4.58K ﹤0.01%
300
1430
$4.58K ﹤0.01%
101
1431
$4.58K ﹤0.01%
266
1432
$4.58K ﹤0.01%
51
1433
$4.57K ﹤0.01%
+115
1434
$4.5K ﹤0.01%
142
+103
1435
$4.49K ﹤0.01%
550
-500
1436
$4.44K ﹤0.01%
20
1437
$4.41K ﹤0.01%
200
1438
$4.39K ﹤0.01%
1,000
1439
$4.33K ﹤0.01%
290
1440
$4.26K ﹤0.01%
100
1441
$4.26K ﹤0.01%
+159
1442
$4.21K ﹤0.01%
300
1443
$4.17K ﹤0.01%
+488
1444
$4.16K ﹤0.01%
484
1445
$4.12K ﹤0.01%
1,000
1446
$4.11K ﹤0.01%
87
1447
$4.11K ﹤0.01%
110
+46
1448
$4.1K ﹤0.01%
71
-80
1449
$4.1K ﹤0.01%
738
+699
1450
$4.09K ﹤0.01%
25
56 57
58
59 60