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
$3.15B
AUM Growth
+$53.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.2M
3
+$7.09M
4
ECL icon
Ecolab
ECL
+$6.61M
5
AMZN icon
Amazon
AMZN
+$6.53M

Top Sells

1
+$15.2M
2
+$15.1M
3
+$13.9M
4
MMM icon
3M
MMM
+$10.2M
5
ORCL icon
Oracle
ORCL
+$9.79M

Sector Composition

1 Financials 22.71%
2 Technology 9.18%
3 Healthcare 7.27%
4 Consumer Discretionary 6.99%
5 Industrials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.5M 0.33%
203,062
-5,188
77
$10.2M 0.32%
+207,723
78
$10.1M 0.32%
235,192
+250
79
$9.54M 0.3%
281,376
+350
80
$9.09M 0.29%
173,149
+36,091
81
$8.27M 0.26%
453,585
-13,020
82
$8.15M 0.26%
39,331
-702
83
$8.02M 0.25%
55,799
+70
84
$7.92M 0.25%
97,012
-526
85
$7.86M 0.25%
112,857
-2,654
86
$7.7M 0.24%
54,865
+47,107
87
$7.59M 0.24%
70,462
+420
88
$7.57M 0.24%
94,994
-7,990
89
$7.53M 0.24%
60,478
-466
90
$7.51M 0.24%
55,331
-2,645
91
$7.47M 0.24%
94,971
+1,574
92
$7.36M 0.23%
60,604
-417
93
$7.34M 0.23%
146,782
-5,589
94
$7.26M 0.23%
62,567
-1,588
95
$6.96M 0.22%
125,552
-8,003
96
$6.51M 0.21%
95,419
+6,958
97
$6.46M 0.21%
101,890
+59,518
98
$6.41M 0.2%
148,871
+23,666
99
$6.4M 0.2%
126,936
+11,545
100
$6.35M 0.2%
144,085
-222,249
2 3
4
5 6