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
$4.07M
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$11.9K
2
+$10.2K
3
+$6.12K
4
XLNX
Xilinx Inc
XLNX
+$6.06K
5
PYPL icon
PayPal
PYPL
+$5.18K

Top Sells

1
+$361K
2
+$352K
3
+$272K
4
GRMN icon
Garmin
GRMN
+$264K
5
GLW icon
Corning
GLW
+$257K

Sector Composition

1 Financials 15.89%
2 Technology 8.17%
3 Consumer Discretionary 6.4%
4 Healthcare 6.2%
5 Industrials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$612 0.02%
6,622
-1,232
252
$588 0.01%
16,255
-8,550
253
$583 0.01%
5,761
-2,378
254
$572 0.01%
3,657
-208
255
$566 0.01%
9,618
-386
256
$564 0.01%
10,978
-904
257
$554 0.01%
37,750
-118,100
258
$541 0.01%
22,680
-445
259
$537 0.01%
37,745
+625
260
$507 0.01%
4,341
+205
261
$502 0.01%
18,003
+18
262
$491 0.01%
1,825
263
$483 0.01%
13,300
-815
264
$477 0.01%
18,820
+482
265
$469 0.01%
45,904
+6,133
266
$466 0.01%
6,000
+7
267
$466 0.01%
3,114
-234
268
$462 0.01%
2,768
-554
269
$461 0.01%
11,672
+230
270
$454 0.01%
4,360
-2,297
271
$452 0.01%
4,290
-500
272
$447 0.01%
20,068
273
$446 0.01%
1,256
-22
274
$445 0.01%
13,012
-46
275
$434 0.01%
3,770
-446
9 10
11
12 13