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
251
$436K 0.02%
+4,859
252
$427K 0.01%
9,930
+504
253
$415K 0.01%
6,762
254
$402K 0.01%
9,363
-2,920
255
$390K 0.01%
11,845
+6,109
256
$389K 0.01%
7,336
257
$382K 0.01%
9,076
258
$372K 0.01%
9,632
259
$365K 0.01%
14,258
-10
260
$359K 0.01%
8,685
-500
261
$357K 0.01%
14,050
-375
262
$352K 0.01%
11,015
+3,048
263
$350K 0.01%
7,192
-300
264
$348K 0.01%
+5,110
265
$348K 0.01%
1,670
-670
266
$342K 0.01%
+3,196
267
$341K 0.01%
23,980
-565
268
$338K 0.01%
18,591
269
$336K 0.01%
5,014
-2,163
270
$335K 0.01%
5,434
271
$327K 0.01%
9,359
-669
272
$327K 0.01%
12,101
+200
273
$326K 0.01%
16,712
274
$322K 0.01%
4,843
+210
275
$318K 0.01%
2,183
9 10
11
12 13