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
$1.73M
AUM Growth
+$27K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$10.1K
2
+$5.02K
3
+$4.84K
4
KR icon
Kroger
KR
+$4.4K
5
AAPL icon
Apple
AAPL
+$4.21K

Top Sells

1
+$5.43K
2
+$4.72K
3
+$4.55K
4
HD icon
Home Depot
HD
+$4.29K
5
CTXS
Citrix Systems Inc
CTXS
+$3.66K

Sector Composition

1 Financials 17.6%
2 Industrials 9.31%
3 Healthcare 8.57%
4 Technology 8.15%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5K 0.29%
85,397
+497
77
$4.92K 0.28%
146,811
-506
78
$4.75K 0.27%
48,048
+11,142
79
$4.7K 0.27%
47,667
-6,440
80
$4.62K 0.27%
69,697
+2,074
81
$4.51K 0.26%
105,237
+6,277
82
$4.4K 0.25%
+218,078
83
$4.17K 0.24%
85,043
+9,950
84
$4.06K 0.23%
166,469
-3,951
85
$3.98K 0.23%
+57,819
86
$3.83K 0.22%
33,582
-314
87
$3.82K 0.22%
93,954
-18,852
88
$3.81K 0.22%
85,255
-2,904
89
$3.71K 0.21%
+47,578
90
$3.64K 0.21%
44,709
-855
91
$3.57K 0.21%
39,531
-2,255
92
$3.44K 0.2%
196,084
-4,121
93
$3.31K 0.19%
+54,476
94
$3.18K 0.18%
89,191
-8,351
95
$3.17K 0.18%
+23,839
96
$3.07K 0.18%
40,247
-2,621
97
$3.05K 0.18%
35,829
-5,322
98
$2.98K 0.17%
116,642
-30,620
99
$2.93K 0.17%
68,840
-50
100
$2.73K 0.16%
43,763
-3,992
2 3
4
5 6