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
$4.16M
AUM Growth
+$89.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$12.7K
2
+$11.9K
3
+$9.9K
4
O icon
Realty Income
O
+$7.51K
5
CRM icon
Salesforce
CRM
+$5.72K

Top Sells

1
+$12.9K
2
+$12.1K
3
+$8.2K
4
UMBF icon
UMB Financial
UMBF
+$6.37K
5
LUV icon
Southwest Airlines
LUV
+$5.23K

Sector Composition

1 Financials 15.21%
2 Technology 8.31%
3 Consumer Discretionary 6.18%
4 Industrials 6.05%
5 Healthcare 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.2K 0.27%
178,881
-17,920
77
$11.2K 0.27%
144,661
+67,023
78
$10.8K 0.26%
130,122
+2,912
79
$10.6K 0.25%
399,405
-4,560
80
$10.2K 0.24%
183,773
+7,768
81
$9.92K 0.24%
87,597
-8,255
82
$9.9K 0.24%
+119,062
83
$9.8K 0.24%
439,967
+13,724
84
$9.68K 0.23%
112,620
+3,721
85
$9.66K 0.23%
119,161
+475
86
$8.83K 0.21%
85,235
+21,557
87
$8.24K 0.2%
51,642
+2,159
88
$8.22K 0.2%
109,510
+1,754
89
$8.13K 0.2%
59,134
-3,495
90
$7.95K 0.19%
137,265
+33,575
91
$7.87K 0.19%
307,376
+102,104
92
$7.61K 0.18%
59,302
+1,412
93
$7.57K 0.18%
113,242
+13,169
94
$7.51K 0.18%
+101,125
95
$7.3K 0.18%
45,930
+33,995
96
$7.28K 0.17%
42,311
-825
97
$7.17K 0.17%
141,419
+24,920
98
$7.16K 0.17%
18,343
-507
99
$6.83K 0.16%
108,295
+7,673
100
$6.81K 0.16%
125,127
-3,924
2 3
4
5 6