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
$2.18M
AUM Growth
-$34.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$11.6K
2
+$6.71K
3
+$6.45K
4
INTC icon
Intel
INTC
+$5.44K
5
BK icon
Bank of New York Mellon
BK
+$4.8K

Top Sells

1
+$24.1K
2
+$9.82K
3
+$5.91K
4
ALL icon
Allstate
ALL
+$5.54K
5
CHRW icon
C.H. Robinson
CHRW
+$4.78K

Sector Composition

1 Financials 23.38%
2 Healthcare 10.6%
3 Consumer Discretionary 8.99%
4 Technology 8.31%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.86K 0.18%
49,684
-10,785
102
$3.66K 0.17%
39,915
-260
103
$3.65K 0.17%
37,652
-3,370
104
$3.65K 0.17%
54,520
-276
105
$3.6K 0.16%
114,134
-706
106
$3.5K 0.16%
33,074
-1,042
107
$3.32K 0.15%
64,035
-2,706
108
$3.19K 0.15%
77,104
+9,450
109
$3.17K 0.15%
70,357
+6,410
110
$3K 0.14%
138,180
+98,440
111
$2.87K 0.13%
7,114
+274
112
$2.87K 0.13%
75,464
-6,103
113
$2.83K 0.13%
35,177
-146
114
$2.78K 0.13%
24,550
-2,893
115
$2.77K 0.13%
28,636
-2,060
116
$2.77K 0.13%
43,900
+37,796
117
$2.68K 0.12%
48,048
-908
118
$2.58K 0.12%
39,511
+603
119
$2.58K 0.12%
31,789
-135
120
$2.54K 0.12%
26,724
-450
121
$2.52K 0.12%
47,575
+1,239
122
$2.48K 0.11%
24,730
-1,285
123
$2.39K 0.11%
14,760
-350
124
$2.38K 0.11%
86,879
-4,220
125
$2.37K 0.11%
57,698
-11,438
3 4
5
6 7