UB
UMB Bank Portfolio holdings
AUM
$6.42B
1-Year Return
21.08%
This Quarter Return
+1.68%
1 Year Return
+21.08%
3 Year Return
+80.28%
5 Year Return
+145.46%
10 Year Return
+292.83%
AUM
$4.16M
AUM Growth
+$89.7K
(+2.2%)
Cap. Flow
+$38.7K
Cap. Flow
% of AUM
0.93%
Top 10 Holdings %
Top 10 Hldgs %
43.72%
Holding
393
New
26
Increased
133
Reduced
174
Closed
10
Top Buys
| 1 |
DRE
Duke Realty Corp.
DRE
|
$12.7K |
| 2 |
Comcast
CMCSA
|
$11.9K |
| 3 |
Eaton
ETN
|
$9.9K |
| 4 |
Realty Income
O
|
$7.51K |
| 5 |
Salesforce
CRM
|
$5.72K |
Top Sells
| 1 |
Morgan Stanley
MS
|
$12.9K |
| 2 |
Intel
INTC
|
$12.1K |
| 3 |
Starbucks
SBUX
|
$8.2K |
| 4 |
UMB Financial
UMBF
|
$6.37K |
| 5 |
Southwest Airlines
LUV
|
$5.23K |
Sector Composition
| 1 | Financials | 15.21% |
| 2 | Technology | 8.31% |
| 3 | Consumer Discretionary | 6.18% |
| 4 | Industrials | 6.05% |
| 5 | Healthcare | 5.89% |
