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
$3.1B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$15.1M
3
+$13.9M
4
INTC icon
Intel
INTC
+$10.6M
5
ABT icon
Abbott
ABT
+$8.64M

Top Sells

1
+$13.6M
2
+$13M
3
+$6.16M
4
WFC icon
Wells Fargo
WFC
+$3.27M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.16M

Sector Composition

1 Financials 22.61%
2 Technology 9.06%
3 Industrials 8.12%
4 Healthcare 7.37%
5 Consumer Discretionary 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.3M 0.14%
98,249
-4,259
127
$4.3M 0.14%
39,150
128
$4.17M 0.13%
34,876
-2,275
129
$4.07M 0.13%
25,593
+258
130
$4.04M 0.13%
50,579
-27,298
131
$3.96M 0.13%
97,080
-4,466
132
$3.85M 0.12%
32,796
-979
133
$3.75M 0.12%
61,479
-12,365
134
$3.66M 0.12%
70,880
+220
135
$3.47M 0.11%
26,526
+393
136
$3.46M 0.11%
36,521
-1,051
137
$3.34M 0.11%
48,711
-2,108
138
$3.21M 0.1%
33,492
-285
139
$3.15M 0.1%
61,207
-3,414
140
$3.12M 0.1%
26,864
+7,610
141
$3.12M 0.1%
539,200
-31,640
142
$3.04M 0.1%
131,550
-15,058
143
$3.01M 0.1%
64,041
+13,578
144
$2.97M 0.1%
27,729
-1,841
145
$2.9M 0.09%
34,676
-5,213
146
$2.8M 0.09%
25,639
+6,696
147
$2.79M 0.09%
42,372
+2,291
148
$2.73M 0.09%
24,830
+268
149
$2.56M 0.08%
33,092
-2,391
150
$2.54M 0.08%
35,432
-450
4 5
6
7 8