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
276
$302K 0.01%
3,582
+3
277
$302K 0.01%
1,236
+6
278
$301K 0.01%
11,116
279
$297K 0.01%
10,715
280
$291K 0.01%
8,641
-5,196
281
$291K 0.01%
22,250
-150
282
$290K 0.01%
6,337
-152
283
$286K 0.01%
6,716
-127
284
$285K 0.01%
2,867
+84
285
$276K 0.01%
4,910
286
$275K 0.01%
1,443
287
$264K 0.01%
874
+58
288
$263K 0.01%
2,573
+53
289
$259K 0.01%
2,331
-1,463
290
$257K 0.01%
11,893
-145
291
$257K 0.01%
16,869
+1
292
$256K 0.01%
17,259
-775
293
$254K 0.01%
10,319
-233
294
$248K 0.01%
10,017
+1,932
295
$244K 0.01%
1,534
-7
296
$239K 0.01%
3,720
+74
297
$239K 0.01%
3,133
-1,536
298
$235K 0.01%
20,216
+1,631
299
$235K 0.01%
13,160
300
$234K 0.01%
5,741
+11
10 11
12
13 14