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
$4.07M
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$11.9K
2
+$10.2K
3
+$6.12K
4
XLNX
Xilinx Inc
XLNX
+$6.06K
5
PYPL icon
PayPal
PYPL
+$5.18K

Top Sells

1
+$361K
2
+$352K
3
+$272K
4
GRMN icon
Garmin
GRMN
+$264K
5
GLW icon
Corning
GLW
+$257K

Sector Composition

1 Financials 15.89%
2 Technology 8.17%
3 Consumer Discretionary 6.4%
4 Healthcare 6.2%
5 Industrials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.2K 0.03%
13,751
-76
202
$1.2K 0.03%
41,623
-16,552
203
$1.18K 0.03%
10,329
+276
204
$1.17K 0.03%
13,935
+11
205
$1.16K 0.03%
16,554
-4,662
206
$1.11K 0.03%
26,279
-1,663
207
$1.1K 0.03%
11,022
-1,375
208
$1.04K 0.03%
13,306
-3,222
209
$1.02K 0.03%
5,954
-223
210
$1.01K 0.02%
5,883
+781
211
$1.01K 0.02%
54,718
-1,983
212
$994 0.02%
4,864
+27
213
$978 0.02%
15,172
-967
214
$959 0.02%
7,158
-224
215
$949 0.02%
23,631
-21,509
216
$944 0.02%
5,193
+207
217
$944 0.02%
+31,918
218
$939 0.02%
36,390
+1,686
219
$929 0.02%
17,746
-4,822
220
$928 0.02%
16,022
-3,115
221
$898 0.02%
7,569
222
$887 0.02%
8,783
+24
223
$884 0.02%
8,200
-2,040
224
$864 0.02%
8,029
225
$863 0.02%
10,705
+3,994
7 8
9
10 11