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
$2.18M
AUM Growth
-$34.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$11.6K
2
+$6.71K
3
+$6.45K
4
INTC icon
Intel
INTC
+$5.44K
5
BK icon
Bank of New York Mellon
BK
+$4.8K

Top Sells

1
+$24.1K
2
+$9.82K
3
+$5.91K
4
ALL icon
Allstate
ALL
+$5.54K
5
CHRW icon
C.H. Robinson
CHRW
+$4.78K

Sector Composition

1 Financials 23.38%
2 Healthcare 10.6%
3 Consumer Discretionary 8.99%
4 Technology 8.31%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.1K 0.78%
314,644
-23,413
27
$16.9K 0.78%
347,883
-4,226
28
$16.2K 0.74%
346,828
-2,617
29
$16.1K 0.74%
505,198
-14,798
30
$15.9K 0.73%
650,020
-40,476
31
$15K 0.69%
157,454
-44,469
32
$14.9K 0.68%
243,144
+46,596
33
$14.9K 0.68%
210,341
-24,675
34
$14.6K 0.67%
297,034
+1,985
35
$14.6K 0.67%
478,637
+178,856
36
$14.5K 0.66%
217,847
+23,533
37
$13.9K 0.64%
158,894
+17,391
38
$13K 0.59%
251,783
+5,898
39
$13K 0.59%
239,994
+6,318
40
$12.9K 0.59%
83,915
+4,146
41
$12.6K 0.58%
147,669
+36,638
42
$12.4K 0.57%
91,006
-4,246
43
$12.3K 0.56%
320,682
-29,203
44
$12.2K 0.56%
118,150
+20,446
45
$12.1K 0.55%
257,943
+7,507
46
$11.7K 0.54%
90,531
-5,651
47
$11.7K 0.54%
278,942
+114,479
48
$11.5K 0.53%
346,871
-110,765
49
$11.5K 0.53%
137,357
+12,016
50
$11.3K 0.52%
751,530
-42,615
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