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
$6.42B
AUM Growth
+$325M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,220
New
Increased
Reduced
Closed

Top Buys

1 +$9.45M
2 +$9.14M
3 +$9.09M
4
KKR icon
KKR & Co
KKR
+$6.63M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$6.5M

Top Sells

1 +$43.7M
2 +$16.8M
3 +$14.1M
4
MSFT icon
Microsoft
MSFT
+$10.2M
5
CMG icon
Chipotle Mexican Grill
CMG
+$8.44M

Sector Composition

1 Financials 20.34%
2 Technology 17.9%
3 Healthcare 7.39%
4 Consumer Discretionary 6.82%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$22.5K ﹤0.01%
176
+73
1177
$22.4K ﹤0.01%
1,756
+769
1178
$22.4K ﹤0.01%
433
+346
1179
$22.3K ﹤0.01%
452
+179
1180
$22.3K ﹤0.01%
1,534
1181
$22.3K ﹤0.01%
721
+210
1182
$22.2K ﹤0.01%
722
+526
1183
$22.2K ﹤0.01%
625
+486
1184
$22.1K ﹤0.01%
656
+497
1185
$22.1K ﹤0.01%
635
+116
1186
$22.1K ﹤0.01%
2,402
+459
1187
$22K ﹤0.01%
380
+27
1188
$21.9K ﹤0.01%
+83
1189
$21.8K ﹤0.01%
204
-224
1190
$21.7K ﹤0.01%
476
+395
1191
$21.6K ﹤0.01%
+489
1192
$21.6K ﹤0.01%
650
1193
$21.6K ﹤0.01%
734
+186
1194
$21.5K ﹤0.01%
376
+296
1195
$21.5K ﹤0.01%
530
+409
1196
$21.4K ﹤0.01%
287
+26
1197
$21.4K ﹤0.01%
82
1198
$21.4K ﹤0.01%
701
+61
1199
$21.3K ﹤0.01%
295
+16
1200
$21.3K ﹤0.01%
165
+21