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
$2.18M
AUM Growth
-$34.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$11.6K
2
+$6.71K
3
+$6.45K
4
INTC icon
Intel
INTC
+$5.44K
5
BK icon
Bank of New York Mellon
BK
+$4.8K

Top Sells

1
+$24.1K
2
+$9.82K
3
+$5.91K
4
ALL icon
Allstate
ALL
+$5.54K
5
CHRW icon
C.H. Robinson
CHRW
+$4.78K

Sector Composition

1 Financials 23.38%
2 Healthcare 10.6%
3 Consumer Discretionary 8.99%
4 Technology 8.31%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$456 0.02%
13,963
-7
202
$453 0.02%
8,030
-450
203
$449 0.02%
11,376
-39,172
204
$446 0.02%
20,478
-1,000
205
$440 0.02%
3,344
+85
206
$436 0.02%
3,491
207
$434 0.02%
+9,475
208
$431 0.02%
+21,125
209
$429 0.02%
8,391
+1,100
210
$428 0.02%
+28,325
211
$421 0.02%
18,755
-2,986
212
$420 0.02%
12,602
-1,350
213
$419 0.02%
20,105
-110
214
$418 0.02%
2,449
215
$401 0.02%
13,907
-1,896
216
$391 0.02%
9,951
+1,008
217
$389 0.02%
11,592
-1,346
218
$388 0.02%
4,364
+467
219
$385 0.02%
+20,975
220
$379 0.02%
25,250
+11,675
221
$377 0.02%
2,713
-29
222
$377 0.02%
+8,200
223
$372 0.02%
6,735
+850
224
$369 0.02%
6,033
-389
225
$369 0.02%
7,611
+433
7 8
9
10 11