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
$3.23B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$425M
2
+$2.07M

Sector Composition

1 Financials 15.79%
2 Technology 14.49%
3 Healthcare 8.54%
4 Consumer Discretionary 8.26%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.79M 0.06%
17,952
177
$1.78M 0.06%
10,203
178
$1.76M 0.05%
18,493
179
$1.75M 0.05%
23,425
180
$1.73M 0.05%
37,990
181
$1.72M 0.05%
67,242
182
$1.67M 0.05%
27,064
183
$1.66M 0.05%
9,229
184
$1.63M 0.05%
10,395
185
$1.61M 0.05%
39,462
186
$1.6M 0.05%
14,933
187
$1.6M 0.05%
24,044
188
$1.55M 0.05%
19,522
189
$1.54M 0.05%
33,621
190
$1.53M 0.05%
17,881
191
$1.38M 0.04%
79,152
192
$1.37M 0.04%
7,304
193
$1.34M 0.04%
59,570
194
$1.26M 0.04%
45,279
195
$1.25M 0.04%
12,857
196
$1.24M 0.04%
24,332
197
$1.2M 0.04%
44,150
198
$1.18M 0.04%
14,190
199
$1.14M 0.04%
22,232
200
$1.1M 0.03%
196,616
6 7
8
9 10