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
$2.79B
AUM Growth
-$840M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$21.1M
3
+$11.3M
4
WM icon
Waste Management
WM
+$10.1M
5
GS icon
Goldman Sachs
GS
+$5.96M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$9.36M
4
CERN
Cerner Corp
CERN
+$8.53M
5
VFC icon
VF Corp
VFC
+$7.31M

Sector Composition

1 Financials 16.57%
2 Technology 12.98%
3 Healthcare 8.73%
4 Consumer Discretionary 7.37%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.59M 0.06%
20,641
-6,845
177
$1.56M 0.06%
90,375
-5,600
178
$1.54M 0.06%
11,942
-612
179
$1.52M 0.05%
17,118
+3,127
180
$1.51M 0.05%
20,071
-2,630
181
$1.49M 0.05%
49,389
+3,519
182
$1.48M 0.05%
12,343
+32
183
$1.47M 0.05%
23,425
+145
184
$1.46M 0.05%
49,839
-16,297
185
$1.42M 0.05%
37,840
-9,240
186
$1.36M 0.05%
24,782
-110
187
$1.33M 0.05%
78,615
-9,815
188
$1.32M 0.05%
8,328
-2,486
189
$1.3M 0.05%
25,969
-624
190
$1.3M 0.05%
7,312
-1,445
191
$1.29M 0.05%
14,956
+135
192
$1.27M 0.05%
21,580
+200
193
$1.21M 0.04%
16,202
-2,251
194
$1.19M 0.04%
28,319
-6,733
195
$1.18M 0.04%
25,860
+19,324
196
$1.11M 0.04%
41,698
+7,148
197
$1.1M 0.04%
14,169
+19
198
$1.05M 0.04%
12,806
-1,565
199
$1.05M 0.04%
12,823
+64
200
$1.01M 0.04%
13,879
-1,080
6 7
8
9 10