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
$1.82M
AUM Growth
+$90.5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$10.1K
2
+$4.88K
3
+$4.33K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.16K
5
NOV icon
NOV
NOV
+$3.85K

Top Sells

1
+$26.8K
2
+$6.97K
3
+$6.77K
4
UNP icon
Union Pacific
UNP
+$5.39K
5
TROW icon
T. Rowe Price
TROW
+$4.16K

Sector Composition

1 Financials 17.48%
2 Industrials 9.9%
3 Technology 8.63%
4 Healthcare 8.58%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$629 0.03%
10,290
177
$627 0.03%
9,480
-500
178
$620 0.03%
16,856
-11,295
179
$618 0.03%
+20,448
180
$616 0.03%
+18,806
181
$611 0.03%
6,280
-71
182
$596 0.03%
44,442
+8,950
183
$591 0.03%
17,830
184
$587 0.03%
14,488
-79,466
185
$557 0.03%
24,086
+1,844
186
$550 0.03%
12,667
-325
187
$536 0.03%
103,320
188
$528 0.03%
7,100
+2,850
189
$527 0.03%
11,586
190
$510 0.03%
10,855
-15
191
$507 0.03%
5,070
-19,943
192
$492 0.03%
5,207
193
$477 0.03%
30,937
+8,009
194
$476 0.03%
5,268
+192
195
$472 0.03%
23,850
-194,228
196
$468 0.03%
8,978
197
$448 0.02%
+13,375
198
$448 0.02%
15,117
-9,731
199
$444 0.02%
10,236
-25
200
$439 0.02%
13,907
6 7
8
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