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
$2.86B
AUM Growth
-$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.24M
3
+$5.17M
4
CMI icon
Cummins
CMI
+$4.64M
5
AMZN icon
Amazon
AMZN
+$4.6M

Top Sells

1
+$9.58M
2
+$9.54M
3
+$8.29M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.64M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.83M

Sector Composition

1 Financials 24.26%
2 Technology 7.89%
3 Healthcare 7.72%
4 Industrials 7.2%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18M 0.63%
135,231
-745
52
$17.6M 0.62%
335,771
+2,794
53
$17.3M 0.61%
505,756
-2,972
54
$16.3M 0.57%
133,892
+8,976
55
$15.8M 0.55%
37,505
-31
56
$15.1M 0.53%
259,285
-1,447
57
$15M 0.52%
330,233
-9,910
58
$14.7M 0.51%
146,528
-9,867
59
$14.2M 0.5%
74,580
+6,511
60
$13.7M 0.48%
49,399
-211
61
$13.6M 0.47%
80,097
-26,955
62
$13.6M 0.47%
404,914
-62,682
63
$13.3M 0.47%
122,127
-15,510
64
$13.2M 0.46%
249,928
-18,476
65
$13.1M 0.46%
85,686
-3,560
66
$13.1M 0.46%
225,965
-9,974
67
$12.8M 0.45%
164,498
+178
68
$12.7M 0.45%
398,900
-9,235
69
$12M 0.42%
92,852
-43,664
70
$11.9M 0.42%
306,883
-1,682
71
$11.9M 0.42%
171,378
+12,653
72
$11.7M 0.41%
463,419
+207,669
73
$11.2M 0.39%
138,582
-5,495
74
$10.8M 0.38%
280,250
+2,194
75
$9.63M 0.34%
185,479
-3,281
1 2
3
4 5