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
1551
$1.57K ﹤0.01%
72
-26
1552
$1.52K ﹤0.01%
23
+9
1553
$1.52K ﹤0.01%
200
1554
$1.5K ﹤0.01%
43
1555
$1.5K ﹤0.01%
19
1556
$1.48K ﹤0.01%
1,555
1557
$1.42K ﹤0.01%
27
-1,955
1558
$1.4K ﹤0.01%
22
1559
$1.39K ﹤0.01%
76
1560
$1.37K ﹤0.01%
172
1561
$1.35K ﹤0.01%
136
1562
$1.34K ﹤0.01%
64
1563
$1.28K ﹤0.01%
4
1564
$1.26K ﹤0.01%
119
1565
$1.25K ﹤0.01%
32
1566
$1.25K ﹤0.01%
61
1567
$1.25K ﹤0.01%
93
1568
$1.24K ﹤0.01%
33
1569
$1.23K ﹤0.01%
141
1570
$1.23K ﹤0.01%
67
1571
$1.22K ﹤0.01%
78
1572
$1.22K ﹤0.01%
98
1573
$1.21K ﹤0.01%
376
1574
$1.17K ﹤0.01%
59
-477
1575
$1.17K ﹤0.01%
45
61 62
63
64 65