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
$2.79B
AUM Growth
-$840M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$21.1M
3
+$11.3M
4
WM icon
Waste Management
WM
+$10.1M
5
GS icon
Goldman Sachs
GS
+$5.96M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$9.36M
4
CERN
Cerner Corp
CERN
+$8.53M
5
VFC icon
VF Corp
VFC
+$7.31M

Sector Composition

1 Financials 16.57%
2 Technology 12.98%
3 Healthcare 8.73%
4 Consumer Discretionary 7.37%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
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