UB
UMB Bank Portfolio holdings
AUM
$6.42B
1-Year Return
21.08%
This Quarter Return
+4.65%
1 Year Return
+21.08%
3 Year Return
+80.28%
5 Year Return
+145.46%
10 Year Return
+292.83%
AUM
$2.24B
AUM Growth
+$2.23B
(+108,983%)
Cap. Flow
+$123M
Cap. Flow
% of AUM
5.51%
Top 10 Holdings %
Top 10 Hldgs %
42.51%
Holding
325
New
22
Increased
105
Reduced
125
Closed
21
Top Buys
| 1 |
UMB Financial
UMBF
|
$62M |
| 2 |
Kinder Morgan
KMI
|
$10.5M |
| 3 |
JWN
Nordstrom
JWN
|
$10.3M |
| 4 |
CERN
Cerner Corp
CERN
|
$7.67M |
| 5 |
Cencora
COR
|
$6.83M |
Top Sells
| 1 |
Baxter International
BAX
|
$9.35M |
| 2 |
Prudential Financial
PRU
|
$6.44M |
| 3 |
Occidental Petroleum
OXY
|
$4.21M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$3.48M |
| 5 |
NOV
NOV
|
$3.22M |
Sector Composition
| 1 | Financials | 25.05% |
| 2 | Healthcare | 8.92% |
| 3 | Industrials | 8.14% |
| 4 | Technology | 8.1% |
| 5 | Consumer Discretionary | 7.42% |
