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
$2.18M
AUM Growth
-$34.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$11.6K
2
+$6.71K
3
+$6.45K
4
INTC icon
Intel
INTC
+$5.44K
5
BK icon
Bank of New York Mellon
BK
+$4.8K

Top Sells

1
+$24.1K
2
+$9.82K
3
+$5.91K
4
ALL icon
Allstate
ALL
+$5.54K
5
CHRW icon
C.H. Robinson
CHRW
+$4.78K

Sector Composition

1 Financials 23.38%
2 Healthcare 10.6%
3 Consumer Discretionary 8.99%
4 Technology 8.31%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$713 0.03%
11,006
-396
177
$696 0.03%
23,695
+400
178
$685 0.03%
14,213
-4
179
$662 0.03%
18,336
-163,702
180
$649 0.03%
43,244
-300
181
$604 0.03%
18,567
-1,590
182
$601 0.03%
44,113
+441
183
$593 0.03%
14,255
184
$582 0.03%
+15,425
185
$553 0.03%
11,876
+167
186
$552 0.03%
5,704
-200
187
$551 0.03%
9,937
-61,356
188
$522 0.02%
17,439
-850
189
$518 0.02%
1,516
-300
190
$509 0.02%
+9,300
191
$506 0.02%
2,455
+300
192
$503 0.02%
+7,700
193
$500 0.02%
+3,350
194
$496 0.02%
2,269
-205
195
$495 0.02%
13,640
-55,778
196
$494 0.02%
3,763
-371
197
$494 0.02%
5,617
-1,875
198
$480 0.02%
4,184
199
$465 0.02%
10,519
-5
200
$461 0.02%
+7,150
6 7
8
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