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
$3.15B
AUM Growth
+$53.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.2M
3
+$7.09M
4
ECL icon
Ecolab
ECL
+$6.61M
5
AMZN icon
Amazon
AMZN
+$6.53M

Top Sells

1
+$15.2M
2
+$15.1M
3
+$13.9M
4
MMM icon
3M
MMM
+$10.2M
5
ORCL icon
Oracle
ORCL
+$9.79M

Sector Composition

1 Financials 22.71%
2 Technology 9.18%
3 Healthcare 7.27%
4 Consumer Discretionary 6.99%
5 Industrials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.17M 0.04%
10,781
+469
202
$1.12M 0.04%
19,698
-3,224
203
$1.11M 0.04%
65,360
+7,031
204
$1.07M 0.03%
56,260
-327
205
$1.05M 0.03%
5,638
+170
206
$1.05M 0.03%
13,710
+2,119
207
$990K 0.03%
17,042
-248
208
$964K 0.03%
80,144
+17,164
209
$937K 0.03%
+6,976
210
$934K 0.03%
13,214
211
$922K 0.03%
10,793
+6,132
212
$908K 0.03%
12,402
-3,088
213
$896K 0.03%
13,730
214
$896K 0.03%
21,056
-152
215
$883K 0.03%
+39,292
216
$869K 0.03%
6,185
+274
217
$862K 0.03%
17,483
+1,484
218
$841K 0.03%
23,856
219
$836K 0.03%
+8,029
220
$832K 0.03%
10,475
-12,695
221
$798K 0.03%
38,280
-102
222
$771K 0.02%
8,396
-6,802
223
$748K 0.02%
16,319
+3,200
224
$736K 0.02%
19,526
-112
225
$731K 0.02%
24,514
+5,717
7 8
9
10 11