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
276
$309K 0.01%
13,050
277
$300K 0.01%
10,549
278
$292K 0.01%
156
-7
279
$284K 0.01%
3,641
+800
280
$281K 0.01%
6,268
-675
281
$276K 0.01%
+2,244
282
$274K 0.01%
6,832
283
$273K 0.01%
+2,056
284
$272K 0.01%
10,408
-3,732
285
$267K 0.01%
4,910
286
$267K 0.01%
4,291
-38
287
$264K 0.01%
3,563
288
$263K 0.01%
1,624
-49
289
$260K 0.01%
+1,607
290
$256K 0.01%
3,094
-1,089
291
$254K 0.01%
3,344
292
$250K 0.01%
5,587
-246
293
$249K 0.01%
1,773
-50
294
$248K 0.01%
6,388
295
$243K 0.01%
3,795
-220
296
$242K 0.01%
3,349
297
$240K 0.01%
4,845
298
$234K 0.01%
1,307
-111
299
$234K 0.01%
13,370
-54
300
$232K 0.01%
+2,305
10 11
12
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