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
151
$2.93M 0.09%
86,158
152
$2.92M 0.09%
27,352
153
$2.92M 0.09%
58,469
154
$2.77M 0.09%
28,397
155
$2.75M 0.09%
12,554
156
$2.75M 0.09%
14,280
157
$2.69M 0.08%
15,315
158
$2.66M 0.08%
39,964
159
$2.51M 0.08%
17,899
160
$2.47M 0.08%
16,577
161
$2.37M 0.07%
110,803
162
$2.26M 0.07%
43,643
163
$2.22M 0.07%
15,644
164
$2.2M 0.07%
46,066
165
$2.19M 0.07%
90,309
166
$2.13M 0.07%
22,021
167
$2.13M 0.07%
23,750
168
$2.06M 0.06%
28,131
169
$2.05M 0.06%
54,918
170
$2.04M 0.06%
9,854
171
$1.9M 0.06%
10,298
172
$1.85M 0.06%
54,209
173
$1.85M 0.06%
21,505
174
$1.84M 0.06%
31,007
175
$1.8M 0.06%
32,088
5 6
7
8 9