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
$2.79B
AUM Growth
-$840M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$21.1M
3
+$11.3M
4
WM icon
Waste Management
WM
+$10.1M
5
GS icon
Goldman Sachs
GS
+$5.96M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$9.36M
4
CERN
Cerner Corp
CERN
+$8.53M
5
VFC icon
VF Corp
VFC
+$7.31M

Sector Composition

1 Financials 16.57%
2 Technology 12.98%
3 Healthcare 8.73%
4 Consumer Discretionary 7.37%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$441K 0.02%
12,501
-1,052
252
$439K 0.02%
2,812
-149
253
$432K 0.02%
1,825
-20
254
$426K 0.02%
9,501
-236
255
$418K 0.02%
14,186
-2,496
256
$417K 0.01%
24,035
-8,488
257
$413K 0.01%
3,579
-12
258
$404K 0.01%
34,744
-5,110
259
$402K 0.01%
20,065
260
$400K 0.01%
11,747
-5,515
261
$397K 0.01%
11,034
-40,388
262
$390K 0.01%
9,867
-1,347
263
$382K 0.01%
7,316
-68
264
$378K 0.01%
6,275
-79
265
$376K 0.01%
11,994
-2,765
266
$366K 0.01%
69,238
-9,818
267
$362K 0.01%
12,057
+955
268
$359K 0.01%
4,305
-49
269
$350K 0.01%
2,433
+15
270
$346K 0.01%
9,936
+2,012
271
$336K 0.01%
4,290
272
$335K 0.01%
9,970
-486
273
$332K 0.01%
+2,125
274
$326K 0.01%
3,278
+8
275
$309K 0.01%
8,453
-1,892
9 10
11
12 13