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
$3.1B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$15.1M
3
+$13.9M
4
INTC icon
Intel
INTC
+$10.6M
5
ABT icon
Abbott
ABT
+$8.64M

Top Sells

1
+$13.6M
2
+$13M
3
+$6.16M
4
WFC icon
Wells Fargo
WFC
+$3.27M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.16M

Sector Composition

1 Financials 22.61%
2 Technology 9.06%
3 Industrials 8.12%
4 Healthcare 7.37%
5 Consumer Discretionary 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.56M 0.21%
105,472
-112
102
$6.52M 0.21%
121,670
+32,754
103
$6.5M 0.21%
44,314
+262
104
$6.42M 0.21%
60,944
-4,598
105
$6.33M 0.2%
143,514
+835
106
$6.12M 0.2%
140,818
-1,587
107
$6.08M 0.2%
66,698
-892
108
$6.06M 0.2%
116,701
-60,895
109
$6M 0.19%
115,391
+17,766
110
$5.96M 0.19%
88,461
+6,618
111
$5.93M 0.19%
86,887
-6,399
112
$5.58M 0.18%
25,813
-1,455
113
$5.56M 0.18%
80,053
+589
114
$5.5M 0.18%
37,464
+5,310
115
$5.37M 0.17%
125,205
+6,264
116
$5.35M 0.17%
23,470
-2,275
117
$5.34M 0.17%
113,587
-5,640
118
$5.09M 0.16%
32,489
+120
119
$5.04M 0.16%
82,774
-214,199
120
$5.03M 0.16%
36,316
-1,372
121
$5.01M 0.16%
32,258
-337
122
$4.83M 0.16%
46,119
+3,101
123
$4.71M 0.15%
75,545
-16,665
124
$4.51M 0.15%
45,156
-9,745
125
$4.46M 0.14%
61,099
-3,820
3 4
5
6 7