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
$3.1B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$15.1M
3
+$13.9M
4
INTC icon
Intel
INTC
+$10.6M
5
ABT icon
Abbott
ABT
+$8.64M

Top Sells

1
+$13.6M
2
+$13M
3
+$6.16M
4
WFC icon
Wells Fargo
WFC
+$3.27M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.16M

Sector Composition

1 Financials 22.61%
2 Technology 9.06%
3 Industrials 8.12%
4 Healthcare 7.37%
5 Consumer Discretionary 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$691K 0.02%
6,951
+1,497
227
$689K 0.02%
8,047
+380
228
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13,391
+2,863
229
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4,214
-354
230
$658K 0.02%
6,647
-283
231
$646K 0.02%
26,409
+12,395
232
$644K 0.02%
12,246
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233
$643K 0.02%
9,828
-1,974
234
$628K 0.02%
22,494
-2,182
235
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4,521
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236
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25,129
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237
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38,382
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238
$617K 0.02%
5,664
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239
$612K 0.02%
24,851
240
$608K 0.02%
8,526
241
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242
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243
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10,904
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244
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13,119
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245
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246
$555K 0.02%
6,523
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247
$553K 0.02%
3,760
248
$553K 0.02%
3,590
249
$551K 0.02%
17,359
250
$530K 0.02%
47,822
-423
8 9
10
11 12