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
$3.15B
AUM Growth
+$53.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.2M
3
+$7.09M
4
ECL icon
Ecolab
ECL
+$6.61M
5
AMZN icon
Amazon
AMZN
+$6.53M

Top Sells

1
+$15.2M
2
+$15.1M
3
+$13.9M
4
MMM icon
3M
MMM
+$10.2M
5
ORCL icon
Oracle
ORCL
+$9.79M

Sector Composition

1 Financials 22.71%
2 Technology 9.18%
3 Healthcare 7.27%
4 Consumer Discretionary 6.99%
5 Industrials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.91M 0.06%
14,372
-34,947
177
$1.9M 0.06%
14,008
-75
178
$1.85M 0.06%
214,300
-250
179
$1.82M 0.06%
10,740
+20
180
$1.79M 0.06%
33,891
-48,883
181
$1.78M 0.06%
24,107
-2,170
182
$1.66M 0.05%
40,200
+330
183
$1.59M 0.05%
14,279
-70
184
$1.59M 0.05%
19,689
-3,073
185
$1.59M 0.05%
26,094
-6,119
186
$1.58M 0.05%
15,268
-3,856
187
$1.57M 0.05%
35,448
-2,983
188
$1.49M 0.05%
25,732
-7,460
189
$1.47M 0.05%
28,851
+17,947
190
$1.46M 0.05%
44,360
-9,074
191
$1.45M 0.05%
17,461
+3,837
192
$1.43M 0.05%
34,962
-933
193
$1.42M 0.05%
22,603
+1,329
194
$1.4M 0.04%
32,420
-5,337
195
$1.36M 0.04%
8,047
-135
196
$1.35M 0.04%
17,715
+170
197
$1.34M 0.04%
7,307
+40
198
$1.26M 0.04%
52,251
-1,329
199
$1.24M 0.04%
13,216
-1,499
200
$1.22M 0.04%
128,496
-1,088
6 7
8
9 10