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
$1.82M
AUM Growth
+$90.5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$10.1K
2
+$4.88K
3
+$4.33K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.16K
5
NOV icon
NOV
NOV
+$3.85K

Top Sells

1
+$26.8K
2
+$6.97K
3
+$6.77K
4
UNP icon
Union Pacific
UNP
+$5.39K
5
TROW icon
T. Rowe Price
TROW
+$4.16K

Sector Composition

1 Financials 17.48%
2 Industrials 9.9%
3 Technology 8.63%
4 Healthcare 8.58%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.57K 0.09%
38,976
-100
127
$1.56K 0.09%
27,240
+272
128
$1.56K 0.09%
14,432
-1,543
129
$1.55K 0.09%
16,732
-100
130
$1.51K 0.08%
18,026
-1,410
131
$1.5K 0.08%
32,682
-654
132
$1.5K 0.08%
29,723
+92
133
$1.49K 0.08%
74,574
-18,999
134
$1.48K 0.08%
26,394
-712
135
$1.47K 0.08%
28,799
-228
136
$1.44K 0.08%
20,340
-769
137
$1.4K 0.08%
25,803
-5,814
138
$1.36K 0.07%
19,912
139
$1.33K 0.07%
54,965
-700
140
$1.32K 0.07%
28,138
-2,565
141
$1.28K 0.07%
18,481
-2,850
142
$1.27K 0.07%
38,613
-125
143
$1.22K 0.07%
15,332
-20
144
$1.2K 0.07%
29,121
-4,216
145
$1.15K 0.06%
30,558
+1,182
146
$1.11K 0.06%
17,993
-1,795
147
$1.06K 0.06%
26,973
-1,065
148
$1.04K 0.06%
45,275
-9,570
149
$1.02K 0.06%
20,836
-8,695
150
$1K 0.06%
44,287
-100
4 5
6
7 8