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
$4.07M
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$11.9K
2
+$10.2K
3
+$6.12K
4
XLNX
Xilinx Inc
XLNX
+$6.06K
5
PYPL icon
PayPal
PYPL
+$5.18K

Top Sells

1
+$361K
2
+$352K
3
+$272K
4
GRMN icon
Garmin
GRMN
+$264K
5
GLW icon
Corning
GLW
+$257K

Sector Composition

1 Financials 15.89%
2 Technology 8.17%
3 Consumer Discretionary 6.4%
4 Healthcare 6.2%
5 Industrials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.5K 0.26%
127,210
-846
77
$9.95K 0.24%
403,965
-23,430
78
$9.81K 0.24%
426,243
+20,701
79
$9.22K 0.23%
176,005
+3,401
80
$9.18K 0.23%
118,686
+2,737
81
$9.08K 0.22%
62,629
-3,231
82
$8.92K 0.22%
108,899
+5,142
83
$8.51K 0.21%
67,192
+669
84
$8.19K 0.2%
79,113
-652
85
$8.01K 0.2%
107,756
-6,036
86
$7.79K 0.19%
49,483
-4,325
87
$7.49K 0.18%
43,136
-3,512
88
$7.37K 0.18%
129,378
-185
89
$7.37K 0.18%
57,890
-5,703
90
$7.29K 0.18%
63,678
+45,231
91
$7.29K 0.18%
127,906
-3,431
92
$6.85K 0.17%
18,850
-1,328
93
$6.68K 0.16%
100,073
+10,749
94
$6.65K 0.16%
109,082
-2,356
95
$6.58K 0.16%
106,641
+5,275
96
$6.57K 0.16%
129,051
-1,605
97
$6.46K 0.16%
543,635
-122,351
98
$6.45K 0.16%
48,948
-158
99
$6.3K 0.15%
31,996
+1,085
100
$6.21K 0.15%
77,638
+11,648
2 3
4
5 6