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
276
$300 0.01%
4,500
+1,500
277
$292 0.01%
2,041
+192
278
$292 0.01%
1,890
+417
279
$286 0.01%
2,226
+8
280
$285 0.01%
4,112
-2,534
281
$284 0.01%
3,948
282
$282 0.01%
11,850
+197
283
$281 0.01%
2,691
-18
284
$279 0.01%
4,398
-5
285
$278 0.01%
9,800
286
$277 0.01%
8,466
+336
287
$274 0.01%
3,575
288
$266 0.01%
4,910
289
$265 0.01%
10,900
290
$262 0.01%
10,549
291
$259 0.01%
14,000
292
$256 0.01%
5,207
293
$252 0.01%
2,826
-112
294
$246 0.01%
19,264
-1,321
295
$245 0.01%
9,696
296
$244 0.01%
1,875
-11,601
297
$242 0.01%
9,360
+185
298
$240 0.01%
9,609
+237
299
$237 0.01%
7,823
300
$235 0.01%
2,502
10 11
12
13 14