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
$4.07M
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$11.9K
2
+$10.2K
3
+$6.12K
4
XLNX
Xilinx Inc
XLNX
+$6.06K
5
PYPL icon
PayPal
PYPL
+$5.18K

Top Sells

1
+$361K
2
+$352K
3
+$272K
4
GRMN icon
Garmin
GRMN
+$264K
5
GLW icon
Corning
GLW
+$257K

Sector Composition

1 Financials 15.89%
2 Technology 8.17%
3 Consumer Discretionary 6.4%
4 Healthcare 6.2%
5 Industrials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.74K 0.12%
28,896
-11,589
127
$4.69K 0.12%
84,833
+2,851
128
$4.61K 0.11%
97,373
-9,047
129
$4.48K 0.11%
33,796
+11,754
130
$4.44K 0.11%
40,459
+895
131
$4.41K 0.11%
38,220
+574
132
$4.33K 0.11%
42,900
-596
133
$4.12K 0.1%
37,150
+109
134
$4.06K 0.1%
46,161
+292
135
$4.04K 0.1%
55,571
-5,422
136
$3.95K 0.1%
74,637
-1,743
137
$3.67K 0.09%
30,461
-547
138
$3.6K 0.09%
28,984
-1,688
139
$3.37K 0.08%
25,308
-872
140
$3.34K 0.08%
90,870
+2,030
141
$3.17K 0.08%
38,657
+3,955
142
$3.11K 0.08%
15,602
+205
143
$3.08K 0.08%
751,320
-645,280
144
$3.04K 0.07%
20,132
-142
145
$3.03K 0.07%
40,415
-33,463
146
$3.02K 0.07%
27,138
+378
147
$2.94K 0.07%
38,711
-354
148
$2.94K 0.07%
22,537
+324
149
$2.92K 0.07%
49,248
-448
150
$2.82K 0.07%
31,225
-2,553
4 5
6
7 8