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
51
$17K 0.52%
115,702
+8,046
52
$16.9K 0.52%
43,084
+3,362
53
$16.9K 0.51%
425,262
+19,074
54
$16.6K 0.51%
316,882
-4,380
55
$16.5K 0.5%
355,025
+8,714
56
$16.4K 0.5%
106,824
-7,879
57
$16.4K 0.5%
279,181
-48,090
58
$16.4K 0.5%
124,735
-9,031
59
$15.4K 0.47%
250,747
+66,358
60
$15.3K 0.47%
231,049
+20,391
61
$14.1K 0.43%
79,646
+1,469
62
$13.5K 0.41%
167,072
+14,596
63
$12.9K 0.39%
200,370
+102,746
64
$12.6K 0.38%
615,326
+28,726
65
$12.4K 0.38%
264,048
+57,480
66
$11.9K 0.36%
110,251
+11,032
67
$11.9K 0.36%
331,870
-275
68
$11.8K 0.36%
74,188
-4,131
69
$11.6K 0.35%
71,844
-19,342
70
$11.4K 0.35%
221,064
+4,752
71
$11.3K 0.34%
268,386
-9,457
72
$11.1K 0.34%
169,924
+6,907
73
$10.9K 0.33%
126,080
+89,339
74
$10.9K 0.33%
100,642
-8,546
75
$10.1K 0.31%
438,630
-15,480
1 2
3
4 5