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
$4.16M
AUM Growth
+$89.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$12.7K
2
+$11.9K
3
+$9.9K
4
O icon
Realty Income
O
+$7.51K
5
CRM icon
Salesforce
CRM
+$5.72K

Top Sells

1
+$12.9K
2
+$12.1K
3
+$8.2K
4
UMBF icon
UMB Financial
UMBF
+$6.37K
5
LUV icon
Southwest Airlines
LUV
+$5.23K

Sector Composition

1 Financials 15.21%
2 Technology 8.31%
3 Consumer Discretionary 6.18%
4 Industrials 6.05%
5 Healthcare 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.74K 0.16%
67,702
-11,411
102
$6.74K 0.16%
48,447
-501
103
$6.67K 0.16%
115,123
-14,255
104
$6.58K 0.16%
119,501
-8,405
105
$6.16K 0.15%
108,114
-968
106
$6.11K 0.15%
100,240
+820
107
$6.08K 0.15%
105,596
+98,066
108
$5.81K 0.14%
51,392
+3,606
109
$5.8K 0.14%
64,009
+1,852
110
$5.8K 0.14%
281,234
+41,834
111
$5.74K 0.14%
67,937
-280
112
$5.73K 0.14%
45,974
+12,178
113
$5.69K 0.14%
92,043
+7,210
114
$5.53K 0.13%
482,117
-61,518
115
$5.41K 0.13%
42,792
-748
116
$5.41K 0.13%
36,492
+1,729
117
$5.36K 0.13%
40,331
-57
118
$5.31K 0.13%
124,504
-302,570
119
$5.28K 0.13%
32,076
-1,398
120
$5.16K 0.12%
53,843
+2,473
121
$4.94K 0.12%
23,745
-24
122
$4.91K 0.12%
29,094
-1,251
123
$4.9K 0.12%
42,921
+2,462
124
$4.87K 0.12%
96,469
-904
125
$4.83K 0.12%
21,754
+555
3 4
5
6 7