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
$4.16M
AUM Growth
+$89.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$12.7K
2
+$11.9K
3
+$9.9K
4
O icon
Realty Income
O
+$7.51K
5
CRM icon
Salesforce
CRM
+$5.72K

Top Sells

1
+$12.9K
2
+$12.1K
3
+$8.2K
4
UMBF icon
UMB Financial
UMBF
+$6.37K
5
LUV icon
Southwest Airlines
LUV
+$5.23K

Sector Composition

1 Financials 15.21%
2 Technology 8.31%
3 Consumer Discretionary 6.18%
4 Industrials 6.05%
5 Healthcare 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19.9K 0.48%
133,861
+38,520
52
$19.6K 0.47%
436,104
-19,716
53
$19.5K 0.47%
276,240
-9,434
54
$19.4K 0.47%
114,897
+9,736
55
$19.3K 0.46%
282,650
-6,306
56
$18.5K 0.44%
542,396
+16,919
57
$17.5K 0.42%
39,280
-4,117
58
$16.8K 0.4%
163,716
+17,335
59
$16K 0.38%
74,571
-1,986
60
$15.7K 0.38%
131,141
-2,563
61
$15.3K 0.37%
286,262
+15,020
62
$15.2K 0.36%
282,588
-3,700
63
$15.1K 0.36%
51,737
+14,152
64
$14.4K 0.34%
152,860
+16,544
65
$13.6K 0.33%
252,006
-96,898
66
$13.3K 0.32%
149,636
-952
67
$13.3K 0.32%
324,857
-1,016
68
$13.1K 0.31%
290,944
+264,665
69
$13.1K 0.31%
101,957
+34,765
70
$12.7K 0.31%
+374,504
71
$12.5K 0.3%
243,048
-235,753
72
$12.3K 0.3%
63,611
-5,109
73
$12.3K 0.29%
304,521
-41,644
74
$12K 0.29%
135,725
-92,751
75
$11.8K 0.28%
261,238
-3,972
1 2
3
4 5