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
$3.15B
AUM Growth
+$53.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.2M
3
+$7.09M
4
ECL icon
Ecolab
ECL
+$6.61M
5
AMZN icon
Amazon
AMZN
+$6.53M

Top Sells

1
+$15.2M
2
+$15.1M
3
+$13.9M
4
MMM icon
3M
MMM
+$10.2M
5
ORCL icon
Oracle
ORCL
+$9.79M

Sector Composition

1 Financials 22.71%
2 Technology 9.18%
3 Healthcare 7.27%
4 Consumer Discretionary 6.99%
5 Industrials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.46M 0.08%
28,867
-4,225
152
$2.44M 0.08%
16,183
-65
153
$2.38M 0.08%
51,449
+754
154
$2.33M 0.07%
55,022
-1,330
155
$2.31M 0.07%
41,100
-4,332
156
$2.3M 0.07%
22,343
-50
157
$2.27M 0.07%
34,819
+3,398
158
$2.25M 0.07%
40,108
+1,572
159
$2.25M 0.07%
48,632
160
$2.25M 0.07%
34,669
-763
161
$2.19M 0.07%
11,549
+201
162
$2.18M 0.07%
22,232
+475
163
$2.16M 0.07%
19,523
-3,238
164
$2.15M 0.07%
22,543
+620
165
$2.12M 0.07%
26,087
+1,710
166
$2.07M 0.07%
15,903
167
$2.06M 0.07%
29,279
+1,250
168
$2.05M 0.07%
32,781
+765
169
$2.04M 0.06%
15,021
+3,304
170
$2.03M 0.06%
25,020
+2,448
171
$1.99M 0.06%
31,963
-29,136
172
$1.94M 0.06%
+13,586
173
$1.94M 0.06%
81,996
-1,025
174
$1.92M 0.06%
8,707
-490
175
$1.91M 0.06%
+34,084
5 6
7
8 9