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
$4.07M
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$11.9K
2
+$10.2K
3
+$6.12K
4
XLNX
Xilinx Inc
XLNX
+$6.06K
5
PYPL icon
PayPal
PYPL
+$5.18K

Top Sells

1
+$361K
2
+$352K
3
+$272K
4
GRMN icon
Garmin
GRMN
+$264K
5
GLW icon
Corning
GLW
+$257K

Sector Composition

1 Financials 15.89%
2 Technology 8.17%
3 Consumer Discretionary 6.4%
4 Healthcare 6.2%
5 Industrials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20.4K 0.5%
285,674
-22,924
52
$20.4K 0.5%
43,397
-301
53
$20.1K 0.49%
293,735
+946
54
$19.9K 0.49%
362,875
+185,451
55
$19.2K 0.47%
228,476
-2,204
56
$18.7K 0.46%
427,074
-11,539
57
$18.4K 0.45%
105,161
+68,387
58
$18K 0.44%
103,540
-3,068
59
$17.7K 0.43%
348,904
-9,079
60
$17.1K 0.42%
197,803
-26,319
61
$15.9K 0.39%
76,557
-2,169
62
$15.3K 0.38%
286,288
+166
63
$14.7K 0.36%
346,165
+20,274
64
$14.5K 0.36%
95,341
+40,309
65
$13.8K 0.34%
133,704
+1,963
66
$13.7K 0.34%
150,588
-12,200
67
$13.7K 0.34%
146,381
-3,584
68
$13.3K 0.33%
271,242
+183
69
$12.7K 0.31%
68,720
-78,743
70
$12.5K 0.31%
325,873
+98
71
$11.8K 0.29%
265,210
-2,875
72
$11.4K 0.28%
136,316
-1,998
73
$11K 0.27%
37,585
-120
74
$10.9K 0.27%
196,801
-19,158
75
$10.8K 0.26%
95,852
-6,097
1 2
3
4 5