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
$3.28M
AUM Growth
-$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$11.9K
2
+$7.7K
3
+$6.62K
4
CVS icon
CVS Health
CVS
+$5.4K
5
UNP icon
Union Pacific
UNP
+$5.39K

Top Sells

1
+$18.3M
2
+$11.7M
3
+$11.6M
4
CSGP icon
CoStar Group
CSGP
+$1.69M
5
AET
Aetna Inc
AET
+$1.48M

Sector Composition

1 Financials 17.94%
2 Technology 8.37%
3 Healthcare 8.09%
4 Consumer Discretionary 6.58%
5 Industrials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$26.9K 0.82%
579,816
-79,336
27
$26.8K 0.82%
371,189
+10,069
28
$26.7K 0.82%
569,035
+20,471
29
$26.5K 0.81%
287,953
-8,775
30
$26K 0.79%
188,123
+38,988
31
$25.4K 0.78%
231,535
+24,162
32
$24.5K 0.75%
222,064
+1,769
33
$24.5K 0.75%
283,530
+4,630
34
$24.4K 0.75%
1,132,685
+185,219
35
$24.1K 0.73%
581,107
+26,691
36
$23.7K 0.72%
120,219
+169
37
$23.1K 0.71%
744,810
+26,517
38
$22.9K 0.7%
307,301
-3,239
39
$22.2K 0.68%
101,212
+1,819
40
$21.5K 0.66%
391,558
+216,918
41
$21.2K 0.65%
209,283
+3,689
42
$20.5K 0.63%
268,506
+16,873
43
$19.8K 0.6%
381,606
+37,072
44
$19.6K 0.6%
794,068
+120,039
45
$19.5K 0.6%
179,642
+5,291
46
$19K 0.58%
141,894
-18,513
47
$18.6K 0.57%
284,401
+82,381
48
$18.2K 0.56%
483,336
+13,232
49
$18.1K 0.55%
248,397
+24,961
50
$18.1K 0.55%
317,690
+25,106
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