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
$4.07M
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$11.9K
2
+$10.2K
3
+$6.12K
4
XLNX
Xilinx Inc
XLNX
+$6.06K
5
PYPL icon
PayPal
PYPL
+$5.18K

Top Sells

1
+$361K
2
+$352K
3
+$272K
4
GRMN icon
Garmin
GRMN
+$264K
5
GLW icon
Corning
GLW
+$257K

Sector Composition

1 Financials 15.89%
2 Technology 8.17%
3 Consumer Discretionary 6.4%
4 Healthcare 6.2%
5 Industrials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$31.9K 0.78%
378,944
-9,896
27
$31.7K 0.78%
567,778
-4,843
28
$30.9K 0.76%
118,304
-20,321
29
$30.8K 0.76%
1,217,149
-15,382
30
$30.4K 0.75%
396,271
-7,390
31
$30.2K 0.74%
527,996
-7,040
32
$29.1K 0.71%
265,137
-11,388
33
$28.7K 0.7%
218,557
-5,181
34
$28.6K 0.7%
466,267
+15,161
35
$28.1K 0.69%
761,652
-9,072
36
$27.8K 0.68%
317,732
-10
37
$25.3K 0.62%
873,845
-8,310
38
$24.6K 0.6%
477,361
-20,492
39
$24.5K 0.6%
277,691
-2,448
40
$24.5K 0.6%
99,646
-2,877
41
$24.4K 0.6%
123,679
-535
42
$23.8K 0.58%
123,333
-4,905
43
$23.8K 0.58%
204,022
-2,336
44
$22.9K 0.56%
478,801
-101,612
45
$22.6K 0.55%
253,685
-8,989
46
$22.1K 0.54%
385,838
+2,186
47
$21.7K 0.53%
139,234
-6,013
48
$21.6K 0.53%
525,477
-17,115
49
$21.2K 0.52%
288,956
-25,374
50
$20.4K 0.5%
455,820
-20,024
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