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
$4.16M
AUM Growth
+$89.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$11.7M
3 +$9.65M
4
O icon
Realty Income
O
+$7.09M
5
CRM icon
Salesforce
CRM
+$5.85M

Top Sells

1 +$12.9M
2 +$11.6M
3 +$8.6M
4
UMBF icon
UMB Financial
UMBF
+$6.37M
5
LUV icon
Southwest Airlines
LUV
+$5.07M

Sector Composition

1 Financials 15.21%
2 Technology 8.31%
3 Consumer Discretionary 6.18%
4 Industrials 6.05%
5 Healthcare 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-12,075
377
$0 ﹤0.01%
28,125