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
$1.82M
AUM Growth
+$90.5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$10.1K
2
+$4.88K
3
+$4.33K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.16K
5
NOV icon
NOV
NOV
+$3.85K

Top Sells

1
+$26.8K
2
+$6.97K
3
+$6.77K
4
UNP icon
Union Pacific
UNP
+$5.39K
5
TROW icon
T. Rowe Price
TROW
+$4.16K

Sector Composition

1 Financials 17.48%
2 Industrials 9.9%
3 Technology 8.63%
4 Healthcare 8.58%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.04K 0.5%
230,514
+6,194
52
$8.98K 0.49%
1,046,595
-25,590
53
$8.57K 0.47%
157,158
+5,235
54
$8.51K 0.47%
222,393
-16,033
55
$8.39K 0.46%
219,019
-919
56
$8.27K 0.45%
318,706
-76,777
57
$8.26K 0.45%
63,526
-3,255
58
$8.08K 0.44%
278,140
+289
59
$8.05K 0.44%
183,322
+9,330
60
$7.95K 0.44%
153,950
-55,970
61
$7.95K 0.44%
196,684
-14,640
62
$7.94K 0.44%
219,062
-9,290
63
$7.62K 0.42%
290,655
-17,430
64
$7.21K 0.4%
133,809
+3,777
65
$7.03K 0.39%
80,675
-28,021
66
$6.96K 0.38%
99,106
-3,649
67
$6.91K 0.38%
195,759
-5,081
68
$6.8K 0.37%
554,236
-21,386
69
$6.8K 0.37%
65,173
+17,125
70
$6.58K 0.36%
106,696
-3,587
71
$6.41K 0.35%
51,750
+360
72
$6.35K 0.35%
60,420
+2,448
73
$5.65K 0.31%
102,312
+2,356
74
$5.42K 0.3%
154,040
+7,229
75
$5.41K 0.3%
70,920
+1,223
1 2
3
4 5