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
$3.28M
AUM Growth
-$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$11.9K
2
+$7.7K
3
+$6.62K
4
CVS icon
CVS Health
CVS
+$5.4K
5
UNP icon
Union Pacific
UNP
+$5.39K

Top Sells

1
+$18.3M
2
+$11.7M
3
+$11.6M
4
CSGP icon
CoStar Group
CSGP
+$1.69M
5
AET
Aetna Inc
AET
+$1.48M

Sector Composition

1 Financials 17.94%
2 Technology 8.37%
3 Healthcare 8.09%
4 Consumer Discretionary 6.58%
5 Industrials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$387 0.01%
9,222
+2,300
252
$387 0.01%
1,278
-43
253
$385 0.01%
24,851
254
$378 0.01%
2,861
-787
255
$376 0.01%
20,068
256
$374 0.01%
3,124
-720
257
$372 0.01%
7,453
-138
258
$370 0.01%
2,684
-157
259
$369 0.01%
4,699
+1,743
260
$367 0.01%
2,000
261
$359 0.01%
15,760
+2,710
262
$350 0.01%
18,662
-194
263
$346 0.01%
16,795
264
$342 0.01%
12,155
+5,653
265
$338 0.01%
8,655
+889
266
$338 0.01%
6,989
267
$335 0.01%
14,307
268
$333 0.01%
18,557
-5,841
269
$328 0.01%
2,917
270
$317 0.01%
2,472
-311
271
$312 0.01%
2,889
+232
272
$312 0.01%
40,693
-11,296
273
$310 0.01%
3,338
-663
274
$309 0.01%
5,884
275
$303 0.01%
11,558
-565
9 10
11
12 13