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
1501
$2.56K ﹤0.01%
26
-1,174
1502
$2.55K ﹤0.01%
48
-49
1503
$2.52K ﹤0.01%
14
1504
$2.47K ﹤0.01%
50
+48
1505
$2.41K ﹤0.01%
86
1506
$2.41K ﹤0.01%
+72
1507
$2.38K ﹤0.01%
95
-372
1508
$2.35K ﹤0.01%
48
+10
1509
$2.3K ﹤0.01%
66
1510
$2.28K ﹤0.01%
+101
1511
$2.28K ﹤0.01%
51
1512
$2.26K ﹤0.01%
+12
1513
$2.25K ﹤0.01%
64
1514
$2.25K ﹤0.01%
186
1515
$2.18K ﹤0.01%
320
1516
$2.13K ﹤0.01%
57
1517
$2.13K ﹤0.01%
+29
1518
$2.11K ﹤0.01%
30
1519
$2.08K ﹤0.01%
100
1520
$2.06K ﹤0.01%
54
1521
$2.05K ﹤0.01%
2,000
1522
$2K ﹤0.01%
51
1523
$1.99K ﹤0.01%
206
1524
$1.98K ﹤0.01%
48
1525
$1.96K ﹤0.01%
20
59 60
61
62 63