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
1551
$1.53K ﹤0.01%
16
1552
$1.51K ﹤0.01%
4
-97
1553
$1.51K ﹤0.01%
106
1554
$1.5K ﹤0.01%
100
1555
$1.45K ﹤0.01%
85
1556
$1.45K ﹤0.01%
27
1557
$1.45K ﹤0.01%
32
1558
$1.42K ﹤0.01%
753
1559
$1.38K ﹤0.01%
75
-84
1560
$1.37K ﹤0.01%
45
1561
$1.37K ﹤0.01%
64
1562
$1.37K ﹤0.01%
46
1563
$1.36K ﹤0.01%
22
1564
$1.35K ﹤0.01%
18
1565
$1.33K ﹤0.01%
542
1566
$1.3K ﹤0.01%
119
1567
$1.3K ﹤0.01%
67
1568
$1.29K ﹤0.01%
172
1569
$1.27K ﹤0.01%
313
-2,330
1570
$1.26K ﹤0.01%
500
1571
$1.24K ﹤0.01%
21
1572
$1.24K ﹤0.01%
253
1573
$1.23K ﹤0.01%
+39
1574
$1.23K ﹤0.01%
21
1575
$1.23K ﹤0.01%
100
61 62
63
64 65