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
$3.1B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$15.1M
3
+$13.9M
4
INTC icon
Intel
INTC
+$10.6M
5
ABT icon
Abbott
ABT
+$8.64M

Top Sells

1
+$13.6M
2
+$13M
3
+$6.16M
4
WFC icon
Wells Fargo
WFC
+$3.27M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.16M

Sector Composition

1 Financials 22.61%
2 Technology 9.06%
3 Industrials 8.12%
4 Healthcare 7.37%
5 Consumer Discretionary 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.7M 0.35%
356,200
+278,033
77
$10.6M 0.34%
213,234
+16,102
78
$10.5M 0.34%
223,145
+20,907
79
$10.2M 0.33%
165,455
-4,006
80
$10.1M 0.33%
234,942
+111,949
81
$9.16M 0.3%
281,026
+144,938
82
$9.01M 0.29%
119,541
+2,997
83
$8.54M 0.28%
57,976
-357
84
$8.36M 0.27%
144,359
-106,393
85
$8.27M 0.27%
40,033
-2,576
86
$8M 0.26%
137,058
+30,658
87
$7.99M 0.26%
49,319
+549
88
$7.7M 0.25%
466,605
-14,895
89
$7.7M 0.25%
152,371
-26,922
90
$7.58M 0.24%
70,042
+7,717
91
$7.58M 0.24%
55,729
-658
92
$7.39M 0.24%
93,397
-1,635
93
$7.36M 0.24%
97,538
-1,472
94
$7.32M 0.24%
61,021
-325
95
$7.1M 0.23%
112,225
-19,032
96
$7M 0.23%
133,555
-62,461
97
$6.93M 0.22%
64,155
-1,108
98
$6.85M 0.22%
115,511
-1,950
99
$6.84M 0.22%
102,984
+75
100
$6.71M 0.22%
77,263
-3,827
2 3
4
5 6