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
$3.15B
AUM Growth
+$53.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.2M
3
+$7.09M
4
ECL icon
Ecolab
ECL
+$6.61M
5
AMZN icon
Amazon
AMZN
+$6.53M

Top Sells

1
+$15.2M
2
+$15.1M
3
+$13.9M
4
MMM icon
3M
MMM
+$10.2M
5
ORCL icon
Oracle
ORCL
+$9.79M

Sector Composition

1 Financials 22.71%
2 Technology 9.18%
3 Healthcare 7.27%
4 Consumer Discretionary 6.99%
5 Industrials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.33M 0.2%
98,382
-7,090
102
$6.3M 0.2%
118,632
-3,038
103
$6.25M 0.2%
71,469
-5,794
104
$6.08M 0.19%
114,462
-2,239
105
$6.04M 0.19%
79,404
-649
106
$5.83M 0.19%
141,186
-2,328
107
$5.83M 0.19%
43,647
-667
108
$5.75M 0.18%
131,176
-9,642
109
$5.68M 0.18%
42,908
+8,032
110
$5.61M 0.18%
36,891
-573
111
$5.54M 0.18%
25,319
+1,849
112
$5.46M 0.17%
22,389
-3,424
113
$5.44M 0.17%
78,639
-8,248
114
$5.25M 0.17%
110,695
-2,892
115
$5.06M 0.16%
36,632
+316
116
$5.04M 0.16%
103,255
-41,104
117
$5.04M 0.16%
47,468
+1,349
118
$4.88M 0.15%
88,086
-24,139
119
$4.66M 0.15%
91,939
-6,310
120
$4.37M 0.14%
31,240
-1,018
121
$4.34M 0.14%
40,707
-4,449
122
$4.33M 0.14%
46,739
-19,959
123
$4.31M 0.14%
40,700
+1,550
124
$4.07M 0.13%
64,733
-10,812
125
$3.88M 0.12%
81,430
-15,650
3 4
5
6 7