UB

UMB Bank Portfolio holdings

AUM $7.52B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.71M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1 +$43.9M
2 +$31.9M
3 +$27.5M
4
AAPL icon
Apple
AAPL
+$25.9M
5
IBM icon
IBM
IBM
+$25.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.72%
2 Healthcare 9.01%
3 Industrials 8.57%
4 Technology 7.77%
5 Energy 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
0
252
$56 ﹤0.01%
+40,000
253
$17 ﹤0.01%
+400