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
$1.82M
AUM Growth
+$90.5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$10.1K
2
+$4.88K
3
+$4.33K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.16K
5
NOV icon
NOV
NOV
+$3.85K

Top Sells

1
+$26.8K
2
+$6.97K
3
+$6.77K
4
UNP icon
Union Pacific
UNP
+$5.39K
5
TROW icon
T. Rowe Price
TROW
+$4.16K

Sector Composition

1 Financials 17.48%
2 Industrials 9.9%
3 Technology 8.63%
4 Healthcare 8.58%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.74K 0.15%
31,923
-3,906
102
$2.6K 0.14%
174,612
+157,840
103
$2.58K 0.14%
83,412
+1,825
104
$2.56K 0.14%
26,538
-900
105
$2.56K 0.14%
+70,809
106
$2.55K 0.14%
21,865
+224
107
$2.41K 0.13%
28,480
-2,234
108
$2.39K 0.13%
41,275
-44,122
109
$2.3K 0.13%
38,428
-6,160
110
$2.24K 0.12%
24,726
-1,545
111
$2.21K 0.12%
98,570
-13,975
112
$2.12K 0.12%
42,397
-1,900
113
$2.11K 0.12%
36,550
-5,336
114
$2.04K 0.11%
22,025
-320
115
$1.99K 0.11%
30,544
-400
116
$1.97K 0.11%
78,448
-38,194
117
$1.84K 0.1%
52,060
+461
118
$1.81K 0.1%
15,887
+105
119
$1.77K 0.1%
15,967
-12,480
120
$1.74K 0.1%
37,174
+1,390
121
$1.67K 0.09%
64,836
-684
122
$1.66K 0.09%
48,290
-4,250
123
$1.62K 0.09%
44,770
-495
124
$1.6K 0.09%
24,661
-130
125
$1.59K 0.09%
41,415
+4,141
3 4
5
6 7