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
$2.86B
AUM Growth
-$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.24M
3
+$5.17M
4
CMI icon
Cummins
CMI
+$4.64M
5
AMZN icon
Amazon
AMZN
+$4.6M

Top Sells

1
+$9.58M
2
+$9.54M
3
+$8.29M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.64M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.83M

Sector Composition

1 Financials 24.26%
2 Technology 7.89%
3 Healthcare 7.72%
4 Industrials 7.2%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.02M 0.32%
184,409
-76,884
77
$8.77M 0.31%
120,881
+71,326
78
$8.42M 0.29%
151,145
-171,942
79
$8.38M 0.29%
99,223
-4,673
80
$8.35M 0.29%
247,464
-1,268
81
$7.97M 0.28%
49,156
+28,603
82
$7.58M 0.27%
65,083
-2,769
83
$7.53M 0.26%
516,555
+91,395
84
$7.53M 0.26%
43,171
-4,179
85
$7.06M 0.25%
59,293
-2,043
86
$6.96M 0.24%
99,592
+2,438
87
$6.85M 0.24%
152,631
-2,700
88
$6.81M 0.24%
88,574
-1,197
89
$6.73M 0.24%
114,036
-140,491
90
$6.63M 0.23%
45,102
-2,739
91
$6.46M 0.23%
71,382
-8,425
92
$6.34M 0.22%
144,051
+655
93
$6.31M 0.22%
250,545
+86,442
94
$6.3M 0.22%
70,870
+4,732
95
$6.21M 0.22%
75,832
+10,168
96
$6.02M 0.21%
78,576
+1,265
97
$5.92M 0.21%
132,255
-11,147
98
$5.68M 0.2%
75,912
-4,496
99
$5.67M 0.2%
70,233
-814
100
$5.66M 0.2%
52,669
-1,220
2 3
4
5 6