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
$3.1B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$15.1M
3
+$13.9M
4
INTC icon
Intel
INTC
+$10.6M
5
ABT icon
Abbott
ABT
+$8.64M

Top Sells

1
+$13.6M
2
+$13M
3
+$6.16M
4
WFC icon
Wells Fargo
WFC
+$3.27M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.16M

Sector Composition

1 Financials 22.61%
2 Technology 9.06%
3 Industrials 8.12%
4 Healthcare 7.37%
5 Consumer Discretionary 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.18M 0.04%
17,545
-2,610
202
$1.16M 0.04%
129,584
-1,632
203
$1.16M 0.04%
21,274
+819
204
$1.09M 0.04%
10,312
-98
205
$1.06M 0.03%
7,758
-324
206
$1.05M 0.03%
9,018
-6,259
207
$1.03M 0.03%
13,624
-1,015
208
$962K 0.03%
17,290
+518
209
$955K 0.03%
13,214
210
$944K 0.03%
13,730
211
$932K 0.03%
21,208
-1,271
212
$925K 0.03%
32,344
-3,120
213
$918K 0.03%
56,587
-5,065
214
$911K 0.03%
7,348
-175
215
$860K 0.03%
62,980
-1,788
216
$843K 0.03%
11,591
+7,107
217
$840K 0.03%
58,329
+25,989
218
$810K 0.03%
15,999
-582
219
$804K 0.03%
16,669
+3,540
220
$802K 0.03%
5,911
-852
221
$753K 0.02%
14,623
-155
222
$753K 0.02%
10,428
-9
223
$738K 0.02%
19,638
+1,362
224
$722K 0.02%
23,856
-140
225
$708K 0.02%
21,419
+14,748
7 8
9
10 11