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
$3.1B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$15.1M
3
+$13.9M
4
INTC icon
Intel
INTC
+$10.6M
5
ABT icon
Abbott
ABT
+$8.64M

Top Sells

1
+$13.6M
2
+$13M
3
+$6.16M
4
WFC icon
Wells Fargo
WFC
+$3.27M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.16M

Sector Composition

1 Financials 22.61%
2 Technology 9.06%
3 Industrials 8.12%
4 Healthcare 7.37%
5 Consumer Discretionary 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18.6M 0.6%
690,494
+3,725
52
$18.6M 0.6%
479,280
-6,012
53
$17.1M 0.55%
140,630
+54,110
54
$16.8M 0.54%
366,334
+1,463
55
$16.8M 0.54%
1,367,864
-180,290
56
$16.6M 0.53%
245,282
+15,581
57
$16.6M 0.53%
48,987
+459
58
$16.3M 0.53%
284,081
-2,778
59
$15.9M 0.51%
79,642
+2,454
60
$15.2M 0.49%
+231,266
61
$15.1M 0.49%
+98,677
62
$14.6M 0.47%
330,190
-3,222
63
$14.6M 0.47%
244,384
+144,134
64
$14.3M 0.46%
409,795
-15
65
$13.9M 0.45%
+174,236
66
$13.6M 0.44%
156,222
-5,778
67
$13.2M 0.43%
54,979
+23,926
68
$13.2M 0.43%
500,653
+53,332
69
$12.6M 0.41%
374,890
+337
70
$12.5M 0.4%
239,667
-261,922
71
$11.4M 0.37%
267,853
-3,072
72
$11M 0.35%
168,857
+10,525
73
$10.9M 0.35%
69,554
-8,258
74
$10.8M 0.35%
75,181
+613
75
$10.8M 0.35%
208,250
-9,948
1 2
3
4 5