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Home > Institutional Investor > Umb Bank N A > Profile

Instuitional Investor - Umb Bank N A

Fund Profile
Filing Period:
Fund Name: Umb Bank N A
Portfolio Value $7,895,220,181
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Umb Financial Corp
 UMBF 7,012,444.5 $667,397,718 8.45%
2.
Ishares Trust
 IEF 723,246 $541,631,697 6.86%
3.
Apple Inc.
 AAPL 1,160,739 $335,871,437 4.25%
4.
Nvidia Corp
 NVDA 1,316,091 $263,336,648 3.34%
5.
Alphabet Inc.
 GOOGL 705,353 $252,072,001 3.19%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.