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
276
$344K 0.01%
7,435
+28
277
$341K 0.01%
7,866
-1,000
278
$340K 0.01%
+13,869
279
$335K 0.01%
16,795
280
$331K 0.01%
+4,858
281
$321K 0.01%
3,053
282
$320K 0.01%
4,553
283
$307K 0.01%
14,000
284
$307K 0.01%
1,430
-78
285
$295K 0.01%
6,142
-400
286
$292K 0.01%
2,000
287
$290K 0.01%
2,215
+30
288
$283K 0.01%
1,664
+57
289
$282K 0.01%
3,948
290
$279K 0.01%
9,800
291
$277K 0.01%
5,688
-3,492
292
$277K 0.01%
6,832
293
$273K 0.01%
11,270
-620
294
$273K 0.01%
10,549
295
$270K 0.01%
1,573
-53
296
$269K 0.01%
4,910
-290
297
$265K 0.01%
3,575
298
$263K 0.01%
130
+1
299
$263K 0.01%
1,953
+376
300
$262K 0.01%
2,657
+288
10 11
12
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