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
$1.73M
AUM Growth
+$27K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$10.1K
2
+$5.02K
3
+$4.84K
4
KR icon
Kroger
KR
+$4.4K
5
AAPL icon
Apple
AAPL
+$4.21K

Top Sells

1
+$5.43K
2
+$4.72K
3
+$4.55K
4
HD icon
Home Depot
HD
+$4.29K
5
CTXS
Citrix Systems Inc
CTXS
+$3.66K

Sector Composition

1 Financials 17.6%
2 Industrials 9.31%
3 Healthcare 8.57%
4 Technology 8.15%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.33K 0.48%
229,276
+28,494
52
$8.16K 0.47%
200,744
+21,736
53
$8.03K 0.46%
66,781
-5,631
54
$8.03K 0.46%
106,254
+10,323
55
$7.91K 0.46%
238,426
-163,558
56
$7.73K 0.45%
211,324
-23,026
57
$7.68K 0.44%
151,923
+3,364
58
$7.6K 0.44%
308,085
-18,495
59
$7.57K 0.44%
277,851
-10,555
60
$7.3K 0.42%
219,938
+14,457
61
$7.24K 0.42%
134,926
-8,110
62
$7.11K 0.41%
228,352
-61,783
63
$7.01K 0.4%
173,992
+23,674
64
$6.82K 0.39%
130,032
+7,897
65
$6.65K 0.38%
102,755
-2,698
66
$6.31K 0.36%
200,840
-17,240
67
$6.13K 0.35%
110,283
-2,165
68
$6.08K 0.35%
84,462
+2,219
69
$5.86K 0.34%
176,140
-15,792
70
$5.62K 0.32%
575,622
-65,880
71
$5.62K 0.32%
51,390
72
$5.52K 0.32%
86,220
-5,462
73
$5.3K 0.31%
57,972
+1,523
74
$5.19K 0.3%
99,956
-8,439
75
$5.02K 0.29%
+111,664
1 2
3
4 5