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
$3.23B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$425M
2
+$2.07M

Sector Composition

1 Financials 15.79%
2 Technology 14.49%
3 Healthcare 8.54%
4 Consumer Discretionary 8.26%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.66M 0.14%
76,923
127
$4.58M 0.14%
121,834
128
$4.52M 0.14%
25,962
129
$4.51M 0.14%
47,119
130
$4.17M 0.13%
25,368
131
$4.04M 0.13%
188,440
132
$4M 0.12%
25,485
133
$3.82M 0.12%
55,252
134
$3.76M 0.12%
32,556
135
$3.76M 0.12%
15,560
136
$3.59M 0.11%
45,045
137
$3.57M 0.11%
91,689
138
$3.51M 0.11%
64,368
139
$3.46M 0.11%
37,970
140
$3.44M 0.11%
81,883
141
$3.43M 0.11%
67,845
142
$3.41M 0.11%
47,415
143
$3.4M 0.11%
39,146
144
$3.4M 0.11%
25,303
145
$3.27M 0.1%
67,739
146
$3.26M 0.1%
35,703
147
$3.23M 0.1%
76,262
148
$3.23M 0.1%
18,451
149
$2.98M 0.09%
21,098
150
$2.97M 0.09%
25,100
4 5
6
7 8