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
$3.23B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$425M
2
+$2.07M

Sector Composition

1 Financials 15.79%
2 Technology 14.49%
3 Healthcare 8.54%
4 Consumer Discretionary 8.26%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$362K 0.01%
8,400
277
$358K 0.01%
3,413
278
$357K 0.01%
1,443
279
$354K 0.01%
12,616
280
$347K 0.01%
11,116
281
$338K 0.01%
19,416
282
$337K 0.01%
15,135
283
$337K 0.01%
7,916
284
$327K 0.01%
3,286
285
$319K 0.01%
3,133
286
$300K 0.01%
6,251
287
$295K 0.01%
8,012
288
$291K 0.01%
1,540
289
$285K 0.01%
10,549
290
$283K 0.01%
4,910
291
$280K 0.01%
3,159
292
$280K 0.01%
10,841
293
$276K 0.01%
16,866
294
$275K 0.01%
14,988
295
$268K 0.01%
8,800
296
$264K 0.01%
858
297
$263K 0.01%
1,918
298
$256K 0.01%
10,076
299
$254K 0.01%
2,775
300
$251K 0.01%
3,246
10 11
12
13 14