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
301
$239K 0.01%
2,491
302
$239K 0.01%
1,719
-41
303
$239K 0.01%
5,593
304
$238K 0.01%
13,557
305
$238K 0.01%
1,368
-4
306
$237K 0.01%
3,031
-1,393
307
$235K 0.01%
6,832
-570
308
$232K 0.01%
1,534
-130
309
$231K 0.01%
3,000
310
$230K 0.01%
+6,850
311
$224K 0.01%
3,675
312
$223K 0.01%
3,228
-1,406
313
$222K 0.01%
2,369
314
$222K 0.01%
+9,112
315
$218K 0.01%
4,498
-1,897
316
$218K 0.01%
4,845
317
$217K 0.01%
3,249
318
$213K 0.01%
1,577
-2
319
$211K 0.01%
8,676
320
$206K 0.01%
7,783
321
$206K 0.01%
+5,450
322
$191K 0.01%
+10,000
323
$135K ﹤0.01%
+22,500
324
$51K ﹤0.01%
11,050
325
$18K ﹤0.01%
400
10 11 12
13
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