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
276
$431 0.01%
9,222
277
$427 0.01%
7,530
+11
278
$423 0.01%
18,907
+245
279
$417 0.01%
13,446
-4,802
280
$409 0.01%
7,480
-2,285
281
$402 0.01%
15,760
282
$400 0.01%
+7,941
283
$397 0.01%
7,105
+107
284
$388 0.01%
+11,116
285
$387 0.01%
2,665
-18
286
$377 0.01%
16,842
+47
287
$370 0.01%
2,785
+3
288
$362 0.01%
2,127
+3
289
$354 0.01%
14,378
+58
290
$351 0.01%
11,311
+973
291
$348 0.01%
3,297
292
$345 0.01%
6,023
+1,113
293
$341 0.01%
4,090
+16
294
$340 0.01%
11,730
+281
295
$339 0.01%
5,739
-145
296
$337 0.01%
7,631
-5,501
297
$335 0.01%
2,150
-194
298
$323 0.01%
7,209
+581
299
$321 0.01%
12,075
+1,447
300
$318 0.01%
2,000
10 11
12
13 14