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
$2.86B
AUM Growth
-$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.24M
3
+$5.17M
4
CMI icon
Cummins
CMI
+$4.64M
5
AMZN icon
Amazon
AMZN
+$4.6M

Top Sells

1
+$9.58M
2
+$9.54M
3
+$8.29M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.64M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.83M

Sector Composition

1 Financials 24.26%
2 Technology 7.89%
3 Healthcare 7.72%
4 Industrials 7.2%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.66M 0.2%
128,741
-5,303
102
$5.41M 0.19%
90,711
-1,201
103
$5.33M 0.19%
41,679
-4,488
104
$5.28M 0.18%
47,724
+8,018
105
$5.27M 0.18%
104,002
-290
106
$5.12M 0.18%
43,105
-453
107
$5.01M 0.18%
103,022
+1,157
108
$4.96M 0.17%
35,102
-2,450
109
$4.95M 0.17%
44,748
+5,018
110
$4.85M 0.17%
22,324
-62
111
$4.79M 0.17%
87,350
+4,462
112
$4.73M 0.17%
94,517
+25,349
113
$4.68M 0.16%
36,056
+6,607
114
$4.65M 0.16%
68,801
-7,074
115
$4.22M 0.15%
31,238
-337
116
$4.15M 0.15%
79,354
-5,970
117
$4.1M 0.14%
39,150
+1,350
118
$4.01M 0.14%
111,108
-15,304
119
$3.85M 0.13%
26,881
-49
120
$3.79M 0.13%
26,510
+146
121
$3.76M 0.13%
162,373
+771
122
$3.7M 0.13%
85,695
-9,427
123
$3.64M 0.13%
52,336
+89
124
$3.63M 0.13%
68,948
-281
125
$3.56M 0.12%
38,000
-3,811
3 4
5
6 7