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
$2.18M
AUM Growth
-$34.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$11.6K
2
+$6.71K
3
+$6.45K
4
INTC icon
Intel
INTC
+$5.44K
5
BK icon
Bank of New York Mellon
BK
+$4.8K

Top Sells

1
+$24.1K
2
+$9.82K
3
+$5.91K
4
ALL icon
Allstate
ALL
+$5.54K
5
CHRW icon
C.H. Robinson
CHRW
+$4.78K

Sector Composition

1 Financials 23.38%
2 Healthcare 10.6%
3 Consumer Discretionary 8.99%
4 Technology 8.31%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.95K 0.27%
85,278
-9,582
77
$5.95K 0.27%
98,033
-63
78
$5.87K 0.27%
86,477
-41,024
79
$5.87K 0.27%
204,319
+1,043
80
$5.84K 0.27%
54,767
-11,719
81
$5.68K 0.26%
87,559
-85,478
82
$5.61K 0.26%
26,882
+21,431
83
$5.46K 0.25%
215,325
-5,132
84
$5.4K 0.25%
31,670
-45
85
$4.78K 0.22%
+162,345
86
$4.76K 0.22%
70,834
+29
87
$4.66K 0.21%
44,777
-23,135
88
$4.65K 0.21%
57,013
-1,847
89
$4.64K 0.21%
59,709
-4,943
90
$4.52K 0.21%
37,833
-3,853
91
$4.49K 0.21%
42,242
-33,445
92
$4.47K 0.2%
137,013
-14,884
93
$4.39K 0.2%
79,142
-3,265
94
$4.35K 0.2%
+88,945
95
$4.14K 0.19%
34,388
-2,151
96
$4.07K 0.19%
170,994
+16,863
97
$4.05K 0.19%
31,963
-1,855
98
$4.02K 0.18%
51,543
+43,535
99
$3.92K 0.18%
42,955
-18,400
100
$3.89K 0.18%
48,550
-3,327
2 3
4
5 6