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
$3.1B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$15.1M
3
+$13.9M
4
INTC icon
Intel
INTC
+$10.6M
5
ABT icon
Abbott
ABT
+$8.64M

Top Sells

1
+$13.6M
2
+$13M
3
+$6.16M
4
WFC icon
Wells Fargo
WFC
+$3.27M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.16M

Sector Composition

1 Financials 22.61%
2 Technology 9.06%
3 Industrials 8.12%
4 Healthcare 7.37%
5 Consumer Discretionary 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.83M 0.06%
53,434
-10,364
177
$1.82M 0.06%
32,213
-670
178
$1.8M 0.06%
10,720
-152
179
$1.76M 0.06%
33,192
-480
180
$1.74M 0.06%
22,572
-1,012
181
$1.73M 0.06%
38,431
-629
182
$1.71M 0.06%
26,277
183
$1.66M 0.05%
56,190
+18,880
184
$1.65M 0.05%
37,757
-3,837
185
$1.52M 0.05%
14,715
+419
186
$1.52M 0.05%
11,717
+3,598
187
$1.51M 0.05%
14,349
-154
188
$1.5M 0.05%
35,895
-1,314
189
$1.45M 0.05%
39,870
-4,570
190
$1.43M 0.05%
22,922
-1,332
191
$1.41M 0.05%
44,454
-358
192
$1.39M 0.04%
214,550
+152,250
193
$1.38M 0.04%
91,631
+66,115
194
$1.36M 0.04%
15,198
+9,560
195
$1.36M 0.04%
53,580
+260
196
$1.32M 0.04%
8,182
-740
197
$1.23M 0.04%
15,490
198
$1.23M 0.04%
7,267
199
$1.21M 0.04%
6,996
-760
200
$1.21M 0.04%
5,468
-375
6 7
8
9 10