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
1601
$1K ﹤0.01%
50
1602
$998 ﹤0.01%
+122
1603
$983 ﹤0.01%
78
1604
$966 ﹤0.01%
+42
1605
$964 ﹤0.01%
59
1606
$962 ﹤0.01%
100
1607
$954 ﹤0.01%
21
1608
$933 ﹤0.01%
79
1609
$927 ﹤0.01%
25
1610
$912 ﹤0.01%
90
1611
$905 ﹤0.01%
61
1612
$883 ﹤0.01%
9
1613
$880 ﹤0.01%
+34
1614
$845 ﹤0.01%
55
1615
$820 ﹤0.01%
+200
1616
$785 ﹤0.01%
50
1617
$754 ﹤0.01%
46
-10,235
1618
$747 ﹤0.01%
4,267
1619
$696 ﹤0.01%
32
1620
$683 ﹤0.01%
100
1621
$661 ﹤0.01%
32
1622
$656 ﹤0.01%
1,555
1623
$648 ﹤0.01%
51
1624
$644 ﹤0.01%
38
1625
$641 ﹤0.01%
+28
63 64
65
66 67