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
1476
$3.23K ﹤0.01%
+9
1477
$3.22K ﹤0.01%
41
-158
1478
$3.21K ﹤0.01%
19
1479
$3.19K ﹤0.01%
199
1480
$3.17K ﹤0.01%
12
+4
1481
$3.16K ﹤0.01%
110
1482
$3.13K ﹤0.01%
27
1483
$3.12K ﹤0.01%
+136
1484
$3.1K ﹤0.01%
1,280
1485
$3.09K ﹤0.01%
143
1486
$3.05K ﹤0.01%
200
1487
$3.05K ﹤0.01%
96
1488
$2.97K ﹤0.01%
207
1489
$2.97K ﹤0.01%
45
1490
$2.94K ﹤0.01%
100
1491
$2.93K ﹤0.01%
239
1492
$2.87K ﹤0.01%
231
1493
$2.81K ﹤0.01%
+35
1494
$2.78K ﹤0.01%
134
+50
1495
$2.76K ﹤0.01%
13
-25
1496
$2.69K ﹤0.01%
+48
1497
$2.68K ﹤0.01%
1,000
1498
$2.68K ﹤0.01%
78
1499
$2.61K ﹤0.01%
+33
1500
$2.6K ﹤0.01%
32
58 59
60
61 62