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
$2.18M
AUM Growth
-$34.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$11.6K
2
+$6.71K
3
+$6.45K
4
INTC icon
Intel
INTC
+$5.44K
5
BK icon
Bank of New York Mellon
BK
+$4.8K

Top Sells

1
+$24.1K
2
+$9.82K
3
+$5.91K
4
ALL icon
Allstate
ALL
+$5.54K
5
CHRW icon
C.H. Robinson
CHRW
+$4.78K

Sector Composition

1 Financials 23.38%
2 Healthcare 10.6%
3 Consumer Discretionary 8.99%
4 Technology 8.31%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11K 0.5%
31,861
-13,591
52
$10.8K 0.49%
182,316
+12,378
53
$10.6K 0.49%
266,528
+11,997
54
$10.2K 0.47%
100,765
+7,500
55
$9.72K 0.45%
62,488
-3,877
56
$9.19K 0.42%
221,117
-13,765
57
$9.07K 0.42%
157,618
-15,911
58
$8.71K 0.4%
102,649
+20,630
59
$8.59K 0.39%
90,357
-4,382
60
$8.53K 0.39%
91,705
+69,350
61
$8.3K 0.38%
211,573
-5,984
62
$8.02K 0.37%
107,824
-4,385
63
$7.8K 0.36%
201,021
-9,346
64
$7.58K 0.35%
187,973
-6,737
65
$7.57K 0.35%
65,417
-4,038
66
$7.56K 0.35%
69,143
-1,755
67
$7.39K 0.34%
86,156
+21,060
68
$7.36K 0.34%
38,537
-1,985
69
$7K 0.32%
331,064
-20,020
70
$6.9K 0.32%
484,512
-17,256
71
$6.8K 0.31%
156,785
-5,914
72
$6.79K 0.31%
205,112
-12,204
73
$6.73K 0.31%
107,447
-15,238
74
$6.46K 0.3%
273,360
-16,272
75
$6.06K 0.28%
87,044
-4,709
1 2
3
4 5