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
$3.1B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$15.1M
3
+$13.9M
4
INTC icon
Intel
INTC
+$10.6M
5
ABT icon
Abbott
ABT
+$8.64M

Top Sells

1
+$13.6M
2
+$13M
3
+$6.16M
4
WFC icon
Wells Fargo
WFC
+$3.27M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.16M

Sector Composition

1 Financials 22.61%
2 Technology 9.06%
3 Industrials 8.12%
4 Healthcare 7.37%
5 Consumer Discretionary 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.52M 0.08%
45,432
-965
152
$2.38M 0.08%
12,501
+137
153
$2.32M 0.07%
9,197
-436
154
$2.31M 0.07%
22,393
-457
155
$2.31M 0.07%
17,795
+5,585
156
$2.3M 0.07%
56,352
-5,606
157
$2.26M 0.07%
50,695
+1,742
158
$2.26M 0.07%
22,762
-43
159
$2.21M 0.07%
16,248
-41
160
$2.11M 0.07%
22,761
-3,414
161
$2.1M 0.07%
38,536
-968
162
$2.07M 0.07%
48,632
-2,860
163
$2.07M 0.07%
23,170
-11,771
164
$2.06M 0.07%
18,178
-1,256
165
$2.05M 0.07%
24,377
-685
166
$2.05M 0.07%
28,029
+250
167
$2.03M 0.07%
31,421
-11,268
168
$2.03M 0.07%
21,757
-1,190
169
$1.97M 0.06%
19,124
+1,963
170
$1.96M 0.06%
32,016
-1,039
171
$1.95M 0.06%
11,348
-1,215
172
$1.92M 0.06%
15,903
173
$1.92M 0.06%
21,923
+369
174
$1.88M 0.06%
14,083
-433
175
$1.83M 0.06%
83,021
+36,036
5 6
7
8 9