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
$1.82M
AUM Growth
+$90.5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$10.1K
2
+$4.88K
3
+$4.33K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.16K
5
NOV icon
NOV
NOV
+$3.85K

Top Sells

1
+$26.8K
2
+$6.97K
3
+$6.77K
4
UNP icon
Union Pacific
UNP
+$5.39K
5
TROW icon
T. Rowe Price
TROW
+$4.16K

Sector Composition

1 Financials 17.48%
2 Industrials 9.9%
3 Technology 8.63%
4 Healthcare 8.58%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$313 0.02%
25,840
+1,631
227
$309 0.02%
14,678
228
$306 0.02%
3,680
+500
229
$298 0.02%
6,391
-185
230
$296 0.02%
5,838
+363
231
$291 0.02%
3,910
232
$290 0.02%
4,690
-180
233
$288 0.02%
6,045
234
$283 0.02%
+12,300
235
$280 0.02%
3,846
-2,038
236
$270 0.01%
3,350
+100
237
$266 0.01%
3,313
-14
238
$264 0.01%
10,549
239
$263 0.01%
+4,150
240
$262 0.01%
5,348
+1,043
241
$258 0.01%
20,278
-1,762
242
$256 0.01%
+4,035
243
$254 0.01%
5,380
244
$252 0.01%
+4,300
245
$247 0.01%
5,500
246
$246 0.01%
+7,225
247
$236 0.01%
1,275
-3,643
248
$233 0.01%
+7,920
249
$232 0.01%
8,938
-886
250
$232 0.01%
4,209
-160
8 9
10
11 12