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
$2.18M
AUM Growth
-$34.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$11.6K
2
+$6.71K
3
+$6.45K
4
INTC icon
Intel
INTC
+$5.44K
5
BK icon
Bank of New York Mellon
BK
+$4.8K

Top Sells

1
+$24.1K
2
+$9.82K
3
+$5.91K
4
ALL icon
Allstate
ALL
+$5.54K
5
CHRW icon
C.H. Robinson
CHRW
+$4.78K

Sector Composition

1 Financials 23.38%
2 Healthcare 10.6%
3 Consumer Discretionary 8.99%
4 Technology 8.31%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$360 0.02%
1,935
-50
227
$359 0.02%
+12,500
228
$354 0.02%
18,465
-184,144
229
$354 0.02%
+18,000
230
$344 0.02%
8,526
-425
231
$343 0.02%
11,430
+1,836
232
$329 0.02%
+7,661
233
$328 0.02%
4,368
-900
234
$328 0.02%
7,912
235
$327 0.02%
20,912
236
$326 0.01%
4,698
-124
237
$326 0.01%
6,950
238
$322 0.01%
11,268
239
$319 0.01%
26,423
240
$318 0.01%
+7,466
241
$311 0.01%
3,387
242
$311 0.01%
7,340
-18,760
243
$310 0.01%
6,033
-5
244
$303 0.01%
10,549
245
$299 0.01%
5,956
-600
246
$295 0.01%
+14,850
247
$293 0.01%
+18,025
248
$293 0.01%
10,576
-297
249
$287 0.01%
+11,900
250
$284 0.01%
9,632
-709
8 9
10
11 12