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
1526
$1.96K ﹤0.01%
81
1527
$1.94K ﹤0.01%
15
+7
1528
$1.91K ﹤0.01%
76
1529
$1.9K ﹤0.01%
19
-20
1530
$1.89K ﹤0.01%
92
1531
$1.87K ﹤0.01%
39
-23
1532
$1.84K ﹤0.01%
62
1533
$1.78K ﹤0.01%
141
1534
$1.78K ﹤0.01%
30
1535
$1.75K ﹤0.01%
271
1536
$1.72K ﹤0.01%
54
1537
$1.71K ﹤0.01%
+77
1538
$1.71K ﹤0.01%
68
-48
1539
$1.7K ﹤0.01%
38
-199
1540
$1.69K ﹤0.01%
500
1541
$1.69K ﹤0.01%
23
-35
1542
$1.65K ﹤0.01%
43
1543
$1.65K ﹤0.01%
100
1544
$1.64K ﹤0.01%
30
1545
$1.64K ﹤0.01%
14
1546
$1.62K ﹤0.01%
61
1547
$1.61K ﹤0.01%
87
1548
$1.55K ﹤0.01%
93
1549
$1.55K ﹤0.01%
54
-1,300
1550
$1.53K ﹤0.01%
718
-8,280
60 61
62
63 64