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
$2.86B
AUM Growth
-$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.24M
3
+$5.17M
4
CMI icon
Cummins
CMI
+$4.64M
5
AMZN icon
Amazon
AMZN
+$4.6M

Top Sells

1
+$9.58M
2
+$9.54M
3
+$8.29M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.64M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.83M

Sector Composition

1 Financials 24.26%
2 Technology 7.89%
3 Healthcare 7.72%
4 Industrials 7.2%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.27M 0.08%
47,398
-11,285
152
$2.22M 0.08%
37,148
-2,895
153
$2.19M 0.08%
39,611
-770
154
$2.17M 0.08%
9,802
-1,405
155
$2.16M 0.08%
28,964
-1,925
156
$2.15M 0.08%
17,704
+895
157
$2.13M 0.07%
28,652
+1,318
158
$2.13M 0.07%
75,245
+45,128
159
$2.09M 0.07%
24,855
-24
160
$2.09M 0.07%
17,862
+201
161
$2.06M 0.07%
38,473
-4,833
162
$2.04M 0.07%
41,484
+800
163
$2.02M 0.07%
+4,102
164
$2.01M 0.07%
6,354
-895
165
$1.97M 0.07%
14,783
+366
166
$1.92M 0.07%
18,712
+295
167
$1.91M 0.07%
34,969
-1,460
168
$1.9M 0.07%
46,450
-11
169
$1.85M 0.06%
25,187
-3,085
170
$1.84M 0.06%
27,783
-120
171
$1.81M 0.06%
10,820
-2
172
$1.78M 0.06%
56,488
-200
173
$1.76M 0.06%
16,957
-70
174
$1.7M 0.06%
70,062
+31,361
175
$1.69M 0.06%
19,455
-1,095
5 6
7
8 9