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
$4.07M
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$11.9K
2
+$10.2K
3
+$6.12K
4
XLNX
Xilinx Inc
XLNX
+$6.06K
5
PYPL icon
PayPal
PYPL
+$5.18K

Top Sells

1
+$361K
2
+$352K
3
+$272K
4
GRMN icon
Garmin
GRMN
+$264K
5
GLW icon
Corning
GLW
+$257K

Sector Composition

1 Financials 15.89%
2 Technology 8.17%
3 Consumer Discretionary 6.4%
4 Healthcare 6.2%
5 Industrials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.94K 0.05%
24,332
-1,344
177
$1.93K 0.05%
118,656
+12,424
178
$1.9K 0.05%
36,159
-1,451
179
$1.89K 0.05%
24,374
-1,878
180
$1.85K 0.05%
15,725
+249
181
$1.84K 0.05%
21,559
+1,591
182
$1.82K 0.04%
16,443
+452
183
$1.79K 0.04%
8,732
+512
184
$1.75K 0.04%
23,280
-2,500
185
$1.65K 0.04%
29,871
+156
186
$1.63K 0.04%
29,154
-316
187
$1.61K 0.04%
11,935
-231
188
$1.58K 0.04%
+56,446
189
$1.57K 0.04%
22,920
+212
190
$1.56K 0.04%
9,919
-273
191
$1.49K 0.04%
27,627
+180
192
$1.49K 0.04%
105,690
-9,518
193
$1.46K 0.04%
21,680
-1,392
194
$1.43K 0.04%
12,360
-265
195
$1.42K 0.03%
136,480
+8,000
196
$1.38K 0.03%
25,091
-573
197
$1.33K 0.03%
49,390
198
$1.26K 0.03%
45,098
-2,599
199
$1.25K 0.03%
14,274
-393
200
$1.25K 0.03%
14,379
-7,580
6 7
8
9 10