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
$2.86B
AUM Growth
-$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.24M
3
+$5.17M
4
CMI icon
Cummins
CMI
+$4.64M
5
AMZN icon
Amazon
AMZN
+$4.6M

Top Sells

1
+$9.58M
2
+$9.54M
3
+$8.29M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.64M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.83M

Sector Composition

1 Financials 24.26%
2 Technology 7.89%
3 Healthcare 7.72%
4 Industrials 7.2%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$951K 0.03%
8,435
+3,359
202
$915K 0.03%
38,318
+425
203
$904K 0.03%
21,395
-4,135
204
$900K 0.03%
15,730
205
$893K 0.03%
33,986
+13,641
206
$872K 0.03%
7,373
+1,546
207
$854K 0.03%
15,908
-719
208
$823K 0.03%
73,510
+6,136
209
$807K 0.03%
15,805
-520
210
$774K 0.03%
8,354
+535
211
$759K 0.03%
14,165
-2,532
212
$748K 0.03%
9,645
-91
213
$746K 0.03%
6,941
214
$744K 0.03%
24,590
215
$730K 0.03%
8,262
+102
216
$679K 0.02%
4,716
-43
217
$679K 0.02%
24,007
-2,100
218
$666K 0.02%
10,359
219
$654K 0.02%
5,175
-85
220
$641K 0.02%
16,361
-328
221
$615K 0.02%
21,535
222
$603K 0.02%
14,556
-2,660
223
$602K 0.02%
31,416
+1,280
224
$561K 0.02%
29,770
225
$550K 0.02%
5,937
-95
7 8
9
10 11