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
1451
$4.01K ﹤0.01%
106
-143
1452
$3.93K ﹤0.01%
+105
1453
$3.92K ﹤0.01%
225
1454
$3.9K ﹤0.01%
282
1455
$3.9K ﹤0.01%
74
1456
$3.87K ﹤0.01%
67
+53
1457
$3.86K ﹤0.01%
70
1458
$3.81K ﹤0.01%
653
-805
1459
$3.79K ﹤0.01%
1,019
1460
$3.72K ﹤0.01%
226
1461
$3.71K ﹤0.01%
417
1462
$3.7K ﹤0.01%
100
1463
$3.67K ﹤0.01%
109
+90
1464
$3.61K ﹤0.01%
75
1465
$3.58K ﹤0.01%
39
1466
$3.57K ﹤0.01%
75
1467
$3.5K ﹤0.01%
55
1468
$3.5K ﹤0.01%
49
1469
$3.45K ﹤0.01%
+101
1470
$3.45K ﹤0.01%
+51
1471
$3.44K ﹤0.01%
100
+40
1472
$3.4K ﹤0.01%
41
1473
$3.36K ﹤0.01%
38
1474
$3.27K ﹤0.01%
48
1475
$3.23K ﹤0.01%
111
57 58
59
60 61