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
$1.73M
AUM Growth
+$27K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$10.1K
2
+$5.02K
3
+$4.84K
4
KR icon
Kroger
KR
+$4.4K
5
AAPL icon
Apple
AAPL
+$4.21K

Top Sells

1
+$5.43K
2
+$4.72K
3
+$4.55K
4
HD icon
Home Depot
HD
+$4.29K
5
CTXS
Citrix Systems Inc
CTXS
+$3.66K

Sector Composition

1 Financials 17.6%
2 Industrials 9.31%
3 Healthcare 8.57%
4 Technology 8.15%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$141K 8.12%
258,795
+3,962
2
$40.2K 2.32%
467,326
-20,433
3
$32.9K 1.9%
1,931,468
+247,100
4
$30.9K 1.78%
254,501
-9,359
5
$30.2K 1.74%
644,456
-4,056
6
$23.2K 1.34%
441,339
-8,821
7
$22.8K 1.32%
263,412
-382
8
$22.8K 1.32%
441,587
+16,665
9
$22.4K 1.29%
126,366
-3,502
10
$21.9K 1.27%
191,499
-870
11
$21.7K 1.25%
184,944
+1,800
12
$21.2K 1.22%
272,962
+62,278
13
$20.9K 1.2%
275,007
-56,506
14
$20.8K 1.2%
275,243
-1,473
15
$20.3K 1.17%
491,485
-49,534
16
$19.4K 1.12%
244,563
+127,359
17
$19.1K 1.1%
296,402
-21,190
18
$18.3K 1.05%
268,948
-10,641
19
$16.9K 0.98%
149,168
-5,048
20
$16.9K 0.98%
146,933
-4,994
21
$16.4K 0.95%
289,869
-55,669
22
$15.9K 0.92%
621,095
-14,136
23
$15.8K 0.91%
164,629
-4,070
24
$15.6K 0.9%
231,102
-5,347
25
$15.2K 0.88%
328,725
-15,317
1
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