UB

UMB Bank Portfolio holdings

AUM $6.42B
1-Year Est. Return 21.08%
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.18M
AUM Growth
-$34.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1 +$11.6K
2 +$6.71K
3 +$6.45K
4
INTC icon
Intel
INTC
+$5.44K
5
BK icon
Bank of New York Mellon
BK
+$4.8K

Top Sells

1 +$24.1K
2 +$9.82K
3 +$5.91K
4
ALL icon
Allstate
ALL
+$5.54K
5
CHRW icon
C.H. Robinson
CHRW
+$4.78K

Sector Composition

1 Financials 23.38%
2 Healthcare 10.6%
3 Consumer Discretionary 8.99%
4 Technology 8.31%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$300K 13.74%
5,262,893
-423,098
2
$58.9K 2.7%
1,879,464
+104,356
3
$43.3K 1.98%
659,318
+3,172
4
$36.5K 1.67%
538,059
+171,862
5
$33.4K 1.53%
292,430
-4,477
6
$32.7K 1.5%
473,333
-34,132
7
$29.3K 1.34%
520,113
+30,435
8
$28.7K 1.32%
345,223
-6,417
9
$26.8K 1.23%
241,577
-1,831
10
$24.2K 1.11%
247,914
+1,310
11
$23.7K 1.08%
170,689
-3,619
12
$23.2K 1.06%
198,323
+57,295
13
$21.5K 0.98%
229,977
-2,637
14
$21.4K 0.98%
158,724
-1,560
15
$21.4K 0.98%
399,181
-6,029
16
$21.1K 0.97%
219,236
-3,058
17
$20.7K 0.95%
196,962
-30,102
18
$19.8K 0.91%
212,282
+8,847
19
$19.6K 0.9%
730,500
-28,819
20
$18.4K 0.84%
151,033
-1,524
21
$17.6K 0.81%
656,193
-1,847
22
$17.6K 0.8%
397,999
+291
23
$17.4K 0.79%
221,838
-49,894
24
$17.2K 0.79%
133,396
+3,332
25
$17.1K 0.78%
134,441
-792