UB
UMB Bank Portfolio holdings
AUM
$6.42B
1-Year Return
21.08%
This Quarter Return
+7.62%
1 Year Return
+21.08%
3 Year Return
+80.28%
5 Year Return
+145.46%
10 Year Return
+292.83%
AUM
$3.23B
AUM Growth
+$0
(0%)
Cap. Flow
-$427M
Cap. Flow
% of AUM
-13.24%
Top 10 Holdings %
Top 10 Hldgs %
34.67%
Holding
338
New
–
Increased
–
Reduced
2
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
Apple
AAPL
|
$425M |
| 2 |
IAC Inc
IAC
|
$2.07M |
Sector Composition
| 1 | Financials | 15.79% |
| 2 | Technology | 14.49% |
| 3 | Healthcare | 8.54% |
| 4 | Consumer Discretionary | 8.26% |
| 5 | Consumer Staples | 6.31% |
