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
151
$1.4K 0.06%
24,287
-1,089
152
$1.3K 0.06%
14,196
+1,500
153
$1.28K 0.06%
48,199
-1,093
154
$1.27K 0.06%
29,810
155
$1.22K 0.06%
23,692
-8,055
156
$1.2K 0.05%
28,034
+700
157
$1.11K 0.05%
21,969
-1,032
158
$1.06K 0.05%
16,340
159
$1.06K 0.05%
9,969
160
$1.05K 0.05%
7,389
-41
161
$1.02K 0.05%
15,335
-1,028
162
$972 0.04%
17,238
+146
163
$935 0.04%
19,067
-2,865
164
$892 0.04%
15,739
-505
165
$880 0.04%
17,772
+1,000
166
$875 0.04%
51,410
+2,930
167
$875 0.04%
10,371
-3
168
$869 0.04%
30,832
169
$821 0.04%
9,173
-256
170
$791 0.04%
16,730
171
$772 0.04%
14,831
+1,170
172
$747 0.03%
11,155
-250
173
$727 0.03%
8,183
-6
174
$717 0.03%
14,855
-3,430
175
$715 0.03%
6,594
-100
5 6
7
8 9