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
$3.15B
AUM Growth
+$53.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.2M
3
+$7.09M
4
ECL icon
Ecolab
ECL
+$6.61M
5
AMZN icon
Amazon
AMZN
+$6.53M

Top Sells

1
+$15.2M
2
+$15.1M
3
+$13.9M
4
MMM icon
3M
MMM
+$10.2M
5
ORCL icon
Oracle
ORCL
+$9.79M

Sector Composition

1 Financials 22.71%
2 Technology 9.18%
3 Healthcare 7.27%
4 Consumer Discretionary 6.99%
5 Industrials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$500K 0.02%
24,851
252
$498K 0.02%
11,477
-5,192
253
$498K 0.02%
17,359
254
$495K 0.02%
1,823
-140
255
$491K 0.02%
6,273
-250
256
$487K 0.02%
3,984
-537
257
$483K 0.02%
14,307
258
$475K 0.02%
1,338
+22
259
$469K 0.01%
22,065
+2,082
260
$461K 0.01%
20,068
+5,800
261
$456K 0.01%
4,245
-3,103
262
$447K 0.01%
23,485
+1,570
263
$441K 0.01%
+19,003
264
$427K 0.01%
3,051
+23
265
$422K 0.01%
4,065
-66
266
$417K 0.01%
9,489
-10
267
$400K 0.01%
3,903
-1,761
268
$370K 0.01%
+7,463
269
$368K 0.01%
2,556
+17
270
$367K 0.01%
6,989
-1,100
271
$363K 0.01%
13,050
272
$359K 0.01%
6,550
273
$356K 0.01%
5,498
+144
274
$353K 0.01%
6,074
275
$348K 0.01%
4,403
-198
9 10
11
12 13