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
$1.82M
AUM Growth
+$90.5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$10.1K
2
+$4.88K
3
+$4.33K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.16K
5
NOV icon
NOV
NOV
+$3.85K

Top Sells

1
+$26.8K
2
+$6.97K
3
+$6.77K
4
UNP icon
Union Pacific
UNP
+$5.39K
5
TROW icon
T. Rowe Price
TROW
+$4.16K

Sector Composition

1 Financials 17.48%
2 Industrials 9.9%
3 Technology 8.63%
4 Healthcare 8.58%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$434 0.02%
22,258
+6,821
202
$425 0.02%
5,133
-1,267
203
$425 0.02%
15,235
-38,162
204
$422 0.02%
7,525
-50
205
$416 0.02%
8,325
-1,275
206
$413 0.02%
16,165
+600
207
$408 0.02%
7,100
-214
208
$407 0.02%
15,679
-2,525
209
$404 0.02%
4,585
-1,750
210
$403 0.02%
5,920
-1,000
211
$394 0.02%
7,568
-1,224
212
$391 0.02%
5,675
-225
213
$388 0.02%
5,004
-198
214
$379 0.02%
7,918
215
$378 0.02%
8,344
216
$376 0.02%
11,044
217
$370 0.02%
11,365
-2,690
218
$363 0.02%
7,215
-8,407
219
$361 0.02%
13,815
220
$361 0.02%
20,912
221
$357 0.02%
15,800
222
$344 0.02%
14,937
+575
223
$342 0.02%
6,793
-300
224
$328 0.02%
2,449
-40
225
$326 0.02%
12,744
-912
7 8
9
10 11