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
276
$336K 0.01%
13,050
277
$336K 0.01%
5,354
+276
278
$328K 0.01%
4,553
-52
279
$327K 0.01%
8,866
-700
280
$317K 0.01%
7,871
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281
$315K 0.01%
6,542
282
$310K 0.01%
14,268
-325
283
$302K 0.01%
9,499
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284
$298K 0.01%
13,629
-49
285
$296K 0.01%
1,607
286
$285K 0.01%
5,200
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287
$282K 0.01%
10,549
288
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+11,890
289
$279K 0.01%
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-95
290
$277K 0.01%
9,800
291
$276K 0.01%
+14,000
292
$275K 0.01%
2,185
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293
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129
294
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2,000
295
$260K 0.01%
3,575
296
$260K 0.01%
1,626
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297
$256K 0.01%
20,698
+113
298
$252K 0.01%
3,948
-28
299
$251K 0.01%
9,854
300
$244K 0.01%
3,706
-79
10 11
12
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