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
251
$527K 0.02%
13,695
-3,112
252
$525K 0.02%
+9,000
253
$517K 0.02%
1,963
-555
254
$508K 0.02%
23,125
-6,645
255
$473K 0.02%
4,284
-445
256
$461K 0.01%
4,131
257
$450K 0.01%
1,316
+56
258
$449K 0.01%
9,180
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259
$448K 0.01%
3,028
-108
260
$426K 0.01%
21,915
-30
261
$412K 0.01%
7,407
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262
$395K 0.01%
8,089
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263
$393K 0.01%
15,919
264
$382K 0.01%
4,661
265
$371K 0.01%
19,983
+1,323
266
$370K 0.01%
4,601
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267
$370K 0.01%
14,307
268
$370K 0.01%
6,074
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269
$369K 0.01%
+2,539
270
$360K 0.01%
16,795
271
$352K 0.01%
+13,307
272
$350K 0.01%
1,508
-385
273
$349K 0.01%
4,177
-880
274
$347K 0.01%
6,550
275
$336K 0.01%
3,053
-30
9 10
11
12 13