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
301
$259K 0.01%
3,732
+26
302
$254K 0.01%
7,017
-854
303
$253K 0.01%
3,276
+48
304
$249K 0.01%
9,854
305
$245K 0.01%
18,585
-2,113
306
$244K 0.01%
8,693
+17
307
$242K 0.01%
1,819
-2
308
$239K 0.01%
6,750
-100
309
$236K 0.01%
5,450
310
$233K 0.01%
5,487
-106
311
$231K 0.01%
2,513
+22
312
$228K 0.01%
4,402
-96
313
$222K 0.01%
+7,314
314
$218K 0.01%
+5,386
315
$216K 0.01%
+1,730
316
$215K 0.01%
1,589
+55
317
$206K 0.01%
3,137
-538
318
$206K 0.01%
+2,828
319
$204K 0.01%
+1,001
320
$202K 0.01%
+2,682
321
$202K 0.01%
3,000
322
$201K 0.01%
+2,878
323
$201K 0.01%
+3,834
324
$201K 0.01%
+4,818
325
$199K 0.01%
13,557
10 11 12
13
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