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
26
$26.7M 0.86%
207,742
-3,992
27
$26.6M 0.86%
145,165
+4,387
28
$25.8M 0.83%
478,519
+2,085
29
$25.6M 0.83%
492,134
+203,288
30
$25.1M 0.81%
332,620
-22,588
31
$24.7M 0.8%
114,341
-497
32
$24.5M 0.79%
161,351
-8,317
33
$23.8M 0.77%
218,269
-2,263
34
$23.2M 0.75%
212,281
-2,774
35
$23M 0.74%
289,636
-7,081
36
$22.9M 0.74%
264,673
-3,469
37
$22.5M 0.73%
129,577
+348
38
$22.1M 0.72%
129,877
+3,529
39
$21.7M 0.7%
135,579
-1,655
40
$21.1M 0.68%
712,326
+136,038
41
$21.1M 0.68%
222,943
+2,849
42
$20.9M 0.68%
437,398
+2,391
43
$20.9M 0.67%
207,591
+2,080
44
$20.7M 0.67%
267,350
+3,537
45
$20.7M 0.67%
38,231
+197
46
$20.3M 0.66%
149,513
-74
47
$19.8M 0.64%
93,443
+9,347
48
$19.7M 0.63%
301,596
+28,380
49
$19.4M 0.63%
315,962
-2,712
50
$18.9M 0.61%
140,690
+44,319
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