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
$1.73M
AUM Growth
+$27K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$10.1K
2
+$5.02K
3
+$4.84K
4
KR icon
Kroger
KR
+$4.4K
5
AAPL icon
Apple
AAPL
+$4.21K

Top Sells

1
+$5.43K
2
+$4.72K
3
+$4.55K
4
HD icon
Home Depot
HD
+$4.29K
5
CTXS
Citrix Systems Inc
CTXS
+$3.66K

Sector Composition

1 Financials 17.6%
2 Industrials 9.31%
3 Healthcare 8.57%
4 Technology 8.15%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.59K 0.09%
53,397
-8,580
127
$1.58K 0.09%
45,265
-575
128
$1.57K 0.09%
29,531
-10,413
129
$1.56K 0.09%
15,975
+144
130
$1.55K 0.09%
35,784
131
$1.49K 0.09%
24,791
-1,693
132
$1.46K 0.08%
20,777
-6,172
133
$1.46K 0.08%
29,027
+17
134
$1.43K 0.08%
15,352
135
$1.41K 0.08%
30,703
-335
136
$1.41K 0.08%
38,738
-136
137
$1.41K 0.08%
26,968
138
$1.38K 0.08%
16,832
-200
139
$1.37K 0.08%
33,337
-1,764
140
$1.37K 0.08%
27,106
-2,840
141
$1.37K 0.08%
21,331
-299
142
$1.34K 0.08%
21,109
-29
143
$1.33K 0.08%
19,912
-84
144
$1.28K 0.07%
37,274
-2,147
145
$1.24K 0.07%
55,665
-1,190
146
$1.23K 0.07%
54,845
-4,025
147
$1.12K 0.06%
10,643
-4,175
148
$1.08K 0.06%
19,788
-700
149
$1.07K 0.06%
33,336
150
$1.05K 0.06%
12,037
-549
4 5
6
7 8