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
251
$279 0.01%
10,414
-425
252
$279 0.01%
4,678
-48
253
$279 0.01%
3,645
-1,000
254
$278 0.01%
3,200
+200
255
$274 0.01%
4,093
256
$271 0.01%
6,674
257
$269 0.01%
3,700
-400
258
$264 0.01%
+6,550
259
$263 0.01%
+1,700
260
$263 0.01%
5,840
+1,128
261
$263 0.01%
5,680
-4
262
$261 0.01%
5,078
-3,770
263
$257 0.01%
+4,910
264
$253 0.01%
2,727
-33
265
$248 0.01%
5,445
266
$244 0.01%
4,516
267
$241 0.01%
2,312
-1,223
268
$241 0.01%
4,668
-265
269
$239 0.01%
4,136
+510
270
$234 0.01%
6,864
+229
271
$233 0.01%
5,640
272
$233 0.01%
3,617
273
$228 0.01%
2,732
274
$225 0.01%
6,528
-1,520
275
$221 0.01%
+22,975
9 10
11
12 13