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
$2.79B
AUM Growth
-$840M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$21.1M
3
+$11.3M
4
WM icon
Waste Management
WM
+$10.1M
5
GS icon
Goldman Sachs
GS
+$5.96M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$9.36M
4
CERN
Cerner Corp
CERN
+$8.53M
5
VFC icon
VF Corp
VFC
+$7.31M

Sector Composition

1 Financials 16.57%
2 Technology 12.98%
3 Healthcare 8.73%
4 Consumer Discretionary 7.37%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.3M 0.58%
394,724
-19,200
52
$16.2M 0.58%
471,803
+72,902
53
$15.2M 0.54%
249,822
-15,758
54
$15.2M 0.54%
82,877
+727
55
$15M 0.54%
234,386
-8,792
56
$14.7M 0.53%
52,007
+404
57
$14.5M 0.52%
127,108
-7,364
58
$14.5M 0.52%
108,452
+1,112
59
$14.4M 0.52%
174,178
+30,600
60
$14.1M 0.5%
268,344
-17,689
61
$13.6M 0.49%
147,324
+108,740
62
$13.3M 0.48%
142,698
+5,759
63
$13.1M 0.47%
403,828
+5,303
64
$13M 0.47%
64,023
-950
65
$12.7M 0.46%
103,825
+2,822
66
$12M 0.43%
221,438
-7,185
67
$11.5M 0.41%
483,290
+475,770
68
$11.3M 0.41%
86,436
-23,692
69
$10.8M 0.39%
94,389
+4,838
70
$10.6M 0.38%
31,364
+13,288
71
$10.2M 0.37%
147,926
-6,480
72
$9.89M 0.35%
85,240
+43,332
73
$9.84M 0.35%
177,337
-4,382
74
$9.5M 0.34%
144,462
+61,854
75
$9.12M 0.33%
144,833
-135,463
1 2
3
4 5