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
$2.18M
AUM Growth
-$34.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$11.6K
2
+$6.71K
3
+$6.45K
4
INTC icon
Intel
INTC
+$5.44K
5
BK icon
Bank of New York Mellon
BK
+$4.8K

Top Sells

1
+$24.1K
2
+$9.82K
3
+$5.91K
4
ALL icon
Allstate
ALL
+$5.54K
5
CHRW icon
C.H. Robinson
CHRW
+$4.78K

Sector Composition

1 Financials 23.38%
2 Healthcare 10.6%
3 Consumer Discretionary 8.99%
4 Technology 8.31%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.31K 0.11%
26,353
-3,369
127
$2.21K 0.1%
23,131
-191
128
$2.13K 0.1%
73,940
-1,286
129
$2.11K 0.1%
67,890
-1,090
130
$2.06K 0.09%
26,478
-550
131
$2.05K 0.09%
14,831
-573
132
$2.03K 0.09%
20,841
-3,824
133
$1.95K 0.09%
39,773
+988
134
$1.92K 0.09%
34,110
-2,844
135
$1.89K 0.09%
25,370
-131,881
136
$1.87K 0.09%
38,048
137
$1.78K 0.08%
43,910
-960
138
$1.7K 0.08%
40,473
+398
139
$1.61K 0.07%
42,704
+1,496
140
$1.6K 0.07%
25,553
-815
141
$1.6K 0.07%
36,255
-6,685
142
$1.58K 0.07%
20,697
+185
143
$1.57K 0.07%
30,061
-745
144
$1.54K 0.07%
63,787
+1,150
145
$1.51K 0.07%
26,162
-460
146
$1.48K 0.07%
16,904
-875
147
$1.44K 0.07%
11,271
148
$1.43K 0.07%
17,781
-453
149
$1.42K 0.07%
24,771
-43
150
$1.4K 0.06%
53,059
-7,242
4 5
6
7 8