UB
UMB Bank Portfolio holdings
AUM
$6.42B
This Quarter Return
+3.31%
1 Year Return
+21.08%
3 Year Return
+80.28%
5 Year Return
+145.46%
10 Year Return
+292.83%
AUM
$1.73M
AUM Growth
+$1.73M
(+1.6%)
Cap. Flow
-$3.99K
Cap. Flow
% of AUM
-0.23%
Top 10 Holdings %
Top 10 Hldgs %
38.79%
Holding
299
New
20
Increased
54
Reduced
150
Closed
9
Top Buys
| 1 |
PepsiCo
PEP
|
$10.1K |
| 2 |
Toronto Dominion Bank
TD
|
$5.02K |
| 3 |
Union Pacific
UNP
|
$4.84K |
| 4 |
Kroger
KR
|
$4.4K |
| 5 |
Apple
AAPL
|
$4.21K |
Top Sells
| 1 |
Oracle
ORCL
|
$5.43K |
| 2 |
AGN
ALLERGAN INC
AGN
|
$4.72K |
| 3 |
Masco
MAS
|
$4.55K |
| 4 |
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% |
