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
$2.86B
AUM Growth
-$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.24M
3
+$5.17M
4
CMI icon
Cummins
CMI
+$4.64M
5
AMZN icon
Amazon
AMZN
+$4.6M

Top Sells

1
+$9.58M
2
+$9.54M
3
+$8.29M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.64M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.83M

Sector Composition

1 Financials 24.26%
2 Technology 7.89%
3 Healthcare 7.72%
4 Industrials 7.2%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$545K 0.02%
24,851
227
$544K 0.02%
+4,369
228
$541K 0.02%
13,070
+7,101
229
$538K 0.02%
5,876
+70
230
$532K 0.02%
13,324
-418
231
$531K 0.02%
10,556
232
$529K 0.02%
8,650
233
$518K 0.02%
62,300
234
$511K 0.02%
3,716
+1,950
235
$511K 0.02%
3,590
+1,100
236
$509K 0.02%
3,760
+950
237
$496K 0.02%
9,177
-25
238
$494K 0.02%
2,045
239
$493K 0.02%
+5,105
240
$490K 0.02%
8,714
-1,041
241
$484K 0.02%
26,242
-1,036
242
$484K 0.02%
10,110
-5,966
243
$480K 0.02%
+4,079
244
$471K 0.02%
39,773
-625
245
$453K 0.02%
3,564
+225
246
$453K 0.02%
6,139
-87
247
$450K 0.02%
9,993
-176
248
$450K 0.02%
+4,379
249
$444K 0.02%
4,040
250
$444K 0.02%
17,105
8 9
10
11 12