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
$1.82M
AUM Growth
+$90.5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$10.1K
2
+$4.88K
3
+$4.33K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.16K
5
NOV icon
NOV
NOV
+$3.85K

Top Sells

1
+$26.8K
2
+$6.97K
3
+$6.77K
4
UNP icon
Union Pacific
UNP
+$5.39K
5
TROW icon
T. Rowe Price
TROW
+$4.16K

Sector Composition

1 Financials 17.48%
2 Industrials 9.9%
3 Technology 8.63%
4 Healthcare 8.58%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.33K 0.29%
74,384
+53,607
77
$5.24K 0.29%
106,224
+987
78
$5K 0.27%
93,668
+8,625
79
$4.9K 0.27%
76,021
+21,545
80
$4.79K 0.26%
101,622
-10,042
81
$4.79K 0.26%
33,307
-275
82
$4.73K 0.26%
74,758
-11,462
83
$4.59K 0.25%
59,903
+2,084
84
$4.57K 0.25%
44,182
-3,485
85
$4.33K 0.24%
+16,089
86
$4.28K 0.23%
81,025
-4,230
87
$4.22K 0.23%
85,572
+46,815
88
$4.15K 0.23%
158,188
-8,281
89
$4K 0.22%
43,833
-876
90
$3.98K 0.22%
70,730
-64,196
91
$3.85K 0.21%
38,481
-1,050
92
$3.75K 0.21%
64,290
-4,550
93
$3.5K 0.19%
24,824
+985
94
$3.48K 0.19%
196,719
+635
95
$3.24K 0.18%
38,559
-1,688
96
$3.12K 0.17%
82,508
-6,683
97
$2.92K 0.16%
34,797
-49,665
98
$2.87K 0.16%
85,772
+3,764
99
$2.81K 0.15%
36,386
-2,110
100
$2.76K 0.15%
42,623
-1,140
2 3
4
5 6