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
$3.15B
AUM Growth
+$53.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.2M
3
+$7.09M
4
ECL icon
Ecolab
ECL
+$6.61M
5
AMZN icon
Amazon
AMZN
+$6.53M

Top Sells

1
+$15.2M
2
+$15.1M
3
+$13.9M
4
MMM icon
3M
MMM
+$10.2M
5
ORCL icon
Oracle
ORCL
+$9.79M

Sector Composition

1 Financials 22.71%
2 Technology 9.18%
3 Healthcare 7.27%
4 Consumer Discretionary 6.99%
5 Industrials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19M 0.6%
149,767
+254
52
$19M 0.6%
299,126
-16,836
53
$18.2M 0.58%
138,092
-2,538
54
$17.8M 0.56%
312,440
+99,206
55
$17.6M 0.56%
262,410
+17,128
56
$17.3M 0.55%
339,239
+55,158
57
$16.5M 0.52%
584,643
+228,443
58
$15.4M 0.49%
421,092
+11,297
59
$15.2M 0.48%
248,534
+4,150
60
$14.8M 0.47%
79,296
-346
61
$14.8M 0.47%
331,115
+925
62
$14.6M 0.47%
175,036
+6,179
63
$14.5M 0.46%
153,568
-2,654
64
$13.9M 0.44%
88,115
+12,934
65
$13.7M 0.43%
83,214
-61,951
66
$13.3M 0.42%
230,251
-9,416
67
$13.2M 0.42%
541,485
+40,832
68
$13.1M 0.42%
1,008,457
-359,407
69
$13M 0.41%
378,089
+3,199
70
$12.3M 0.39%
267,853
71
$12.2M 0.39%
78,099
+8,545
72
$11.3M 0.36%
38,088
-10,899
73
$10.9M 0.35%
480,319
+466,690
74
$10.9M 0.35%
159,434
-6,021
75
$10.6M 0.34%
236,330
+13,185
1 2
3
4 5