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
26
$27.3M 0.87%
205,304
-2,438
27
$26.9M 0.85%
131,691
+2,114
28
$26.4M 0.84%
441,219
-35,125
29
$25.5M 0.81%
131,160
-4,419
30
$25.1M 0.8%
307,834
-24,786
31
$24.8M 0.79%
151,642
-9,709
32
$24.5M 0.78%
132,542
+2,665
33
$23.7M 0.75%
217,654
-615
34
$23.6M 0.75%
496,871
+18,352
35
$23M 0.73%
295,270
+5,634
36
$22.6M 0.72%
205,126
-7,155
37
$22.4M 0.71%
253,664
-11,009
38
$22.4M 0.71%
242,079
+19,136
39
$22.3M 0.71%
442,724
+5,326
40
$22.3M 0.71%
95,260
+1,817
41
$21.8M 0.69%
112,910
-1,431
42
$21.5M 0.68%
272,184
+4,834
43
$21.4M 0.68%
204,552
-3,039
44
$20.4M 0.65%
842,700
+152,206
45
$20.4M 0.65%
144,134
+3,444
46
$20.2M 0.64%
322,394
+20,798
47
$19.6M 0.62%
86,198
+31,219
48
$19.5M 0.62%
480,772
+1,492
49
$19.5M 0.62%
682,356
-29,970
50
$19.2M 0.61%
38,558
+327
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2
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