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
$3.15B
AUM Growth
+$53.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.2M
3
+$7.09M
4
ECL icon
Ecolab
ECL
+$6.61M
5
AMZN icon
Amazon
AMZN
+$6.53M

Top Sells

1
+$15.2M
2
+$15.1M
3
+$13.9M
4
MMM icon
3M
MMM
+$10.2M
5
ORCL icon
Oracle
ORCL
+$9.79M

Sector Composition

1 Financials 22.71%
2 Technology 9.18%
3 Healthcare 7.27%
4 Consumer Discretionary 6.99%
5 Industrials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.87M 0.12%
34,428
+936
127
$3.74M 0.12%
88,617
+24,576
128
$3.66M 0.12%
61,904
+425
129
$3.64M 0.12%
26,685
-179
130
$3.61M 0.11%
31,511
-1,285
131
$3.53M 0.11%
63,200
-7,680
132
$3.52M 0.11%
49,747
-69,794
133
$3.3M 0.1%
29,892
+4,253
134
$3.3M 0.1%
36,118
-403
135
$3.26M 0.1%
551,040
+11,840
136
$3.19M 0.1%
46,030
-2,681
137
$3.13M 0.1%
20,111
-5,482
138
$3.12M 0.1%
60,922
-285
139
$3.03M 0.1%
38,206
-12,373
140
$3.03M 0.1%
22,515
+4,720
141
$3.02M 0.1%
21,824
-10,665
142
$3.02M 0.1%
77,080
+20,890
143
$2.97M 0.09%
129,824
-1,726
144
$2.83M 0.09%
33,932
-744
145
$2.81M 0.09%
26,451
-1,278
146
$2.79M 0.09%
157,997
+66,366
147
$2.61M 0.08%
24,774
-56
148
$2.53M 0.08%
12,392
-109
149
$2.51M 0.08%
18,462
-8,064
150
$2.46M 0.08%
18,373
+195
4 5
6
7 8