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
$6.25B
AUM Growth
-$73.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,816
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.4M
3
+$8.82M
4
NOW icon
ServiceNow
NOW
+$7.92M
5
SLB icon
SLB Ltd
SLB
+$7.7M

Top Sells

1
+$38.5M
2
+$15.9M
3
+$12.9M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$12.9M
5
BRK.A icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$1.8K ﹤0.01%
51
1527
$1.8K ﹤0.01%
+247
1528
$1.8K ﹤0.01%
50
-351
1529
$1.79K ﹤0.01%
30
1530
$1.75K ﹤0.01%
41
1531
$1.75K ﹤0.01%
+26
1532
$1.72K ﹤0.01%
100
1533
$1.72K ﹤0.01%
66
1534
$1.68K ﹤0.01%
46
1535
$1.68K ﹤0.01%
38
1536
$1.67K ﹤0.01%
718
1537
$1.65K ﹤0.01%
51
1538
$1.64K ﹤0.01%
61
1539
$1.62K ﹤0.01%
106
1540
$1.62K ﹤0.01%
+50
1541
$1.61K ﹤0.01%
253
1542
$1.61K ﹤0.01%
87
1543
$1.6K ﹤0.01%
43
1544
$1.59K ﹤0.01%
14
1545
$1.59K ﹤0.01%
+89
1546
$1.58K ﹤0.01%
54
1547
$1.58K ﹤0.01%
32
1548
$1.58K ﹤0.01%
17
1549
$1.58K ﹤0.01%
25
-27
1550
$1.58K ﹤0.01%
+58
60 61
62
63 64