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
$3.23B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$425M
2 +$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$0 ﹤0.01%
28,125