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
1576
$1.21K ﹤0.01%
51
1577
$1.19K ﹤0.01%
30
1578
$1.19K ﹤0.01%
6
1579
$1.17K ﹤0.01%
246
1580
$1.16K ﹤0.01%
17
1581
$1.16K ﹤0.01%
+155
1582
$1.16K ﹤0.01%
+39
1583
$1.15K ﹤0.01%
28
1584
$1.15K ﹤0.01%
32
1585
$1.14K ﹤0.01%
90
1586
$1.13K ﹤0.01%
+23
1587
$1.1K ﹤0.01%
118
1588
$1.09K ﹤0.01%
376
1589
$1.08K ﹤0.01%
+158
1590
$1.06K ﹤0.01%
67
1591
$1.05K ﹤0.01%
+82
1592
$1.05K ﹤0.01%
136
1593
$1.04K ﹤0.01%
+191
1594
$1.04K ﹤0.01%
+164
1595
$1.03K ﹤0.01%
60
1596
$1.03K ﹤0.01%
43
1597
$1.03K ﹤0.01%
16
1598
$1.03K ﹤0.01%
27
1599
$1.01K ﹤0.01%
+10
1600
$1.01K ﹤0.01%
+33
62 63
64
65 66