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
$2.86B
AUM Growth
-$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.24M
3
+$5.17M
4
CMI icon
Cummins
CMI
+$4.64M
5
AMZN icon
Amazon
AMZN
+$4.6M

Top Sells

1
+$9.58M
2
+$9.54M
3
+$8.29M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.64M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.83M

Sector Composition

1 Financials 24.26%
2 Technology 7.89%
3 Healthcare 7.72%
4 Industrials 7.2%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.68M 0.06%
24,854
-446
177
$1.67M 0.06%
14,785
-200
178
$1.65M 0.06%
33,810
-350
179
$1.63M 0.06%
+10,970
180
$1.63M 0.06%
41,894
-516
181
$1.59M 0.06%
26,301
-825
182
$1.58M 0.06%
6,539
+3,347
183
$1.52M 0.05%
29,021
-115
184
$1.44M 0.05%
13,317
-1,681
185
$1.41M 0.05%
48,192
-4,415
186
$1.39M 0.05%
18,570
+425
187
$1.32M 0.05%
30,356
+557
188
$1.27M 0.04%
10,182
-1,253
189
$1.26M 0.04%
6,386
-177
190
$1.18M 0.04%
20,559
-2,978
191
$1.15M 0.04%
7,601
+74
192
$1.09M 0.04%
13,946
-270
193
$1.09M 0.04%
8,188
-1,935
194
$1.06M 0.04%
15,884
-855
195
$1.05M 0.04%
18,646
196
$1.04M 0.04%
+51,103
197
$1.03M 0.04%
130,992
198
$1M 0.04%
15,486
199
$996K 0.03%
+3,464
200
$978K 0.03%
14,014
-200
6 7
8
9 10