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
$2.11B
AUM Growth
+$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1 +$7.13M
2 +$5.61M
3 +$4.92M
4
WBA
Walgreens Boots Alliance
WBA
+$4.14M
5
LEG icon
Leggett & Platt
LEG
+$3.72M

Top Sells

1 +$9.91M
2 +$5.43M
3 +$4.64M
4
CRM icon
Salesforce
CRM
+$3.98M
5
HD icon
Home Depot
HD
+$3.85M

Sector Composition

1 Financials 24.78%
2 Industrials 9.45%
3 Healthcare 8.34%
4 Technology 7.88%
5 Energy 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-5,800