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
$4.07M
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$11.9K
2
+$10.2K
3
+$6.12K
4
XLNX
Xilinx Inc
XLNX
+$6.06K
5
PYPL icon
PayPal
PYPL
+$5.18K

Top Sells

1
+$361K
2
+$352K
3
+$272K
4
GRMN icon
Garmin
GRMN
+$264K
5
GLW icon
Corning
GLW
+$257K

Sector Composition

1 Financials 15.89%
2 Technology 8.17%
3 Consumer Discretionary 6.4%
4 Healthcare 6.2%
5 Industrials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.06K 0.15%
+51,370
102
$6K 0.15%
64,423
+2,908
103
$5.93K 0.15%
43,540
-1,458
104
$5.9K 0.14%
42,042
-3,545
105
$5.87K 0.14%
36,722
+1,593
106
$5.71K 0.14%
103,690
+811
107
$5.67K 0.14%
68,217
+1,063
108
$5.48K 0.13%
100,622
-20,874
109
$5.45K 0.13%
33,474
-1,687
110
$5.37K 0.13%
99,420
-3,060
111
$5.33K 0.13%
30,453
+2,085
112
$5.32K 0.13%
47,786
+1,544
113
$5.28K 0.13%
116,499
+36,610
114
$5.19K 0.13%
34,763
-319
115
$5.16K 0.13%
205,272
+60,783
116
$5.16K 0.13%
102,571
-159,896
117
$5.07K 0.12%
23,769
-495
118
$5.07K 0.12%
62,157
-230
119
$5.03K 0.12%
30,345
-517
120
$5K 0.12%
239,400
+41,049
121
$4.95K 0.12%
16,797
+768
122
$4.92K 0.12%
40,388
-261
123
$4.88K 0.12%
+29,955
124
$4.8K 0.12%
21,199
+150
125
$4.8K 0.12%
100,452
-3,561
3 4
5
6 7