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
$5.93B
AUM Growth
-$493M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,045
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$11.4M
3
+$11.1M
4
CVS icon
CVS Health
CVS
+$10.5M
5
ALB icon
Albemarle
ALB
+$8.62M

Top Sells

1
+$15.9M
2
+$11.9M
3
+$10.4M
4
ABT icon
Abbott
ABT
+$10M
5
HPQ icon
HP
HPQ
+$8.68M

Sector Composition

1 Financials 23.55%
2 Technology 12.18%
3 Healthcare 10.23%
4 Consumer Discretionary 7.31%
5 Industrials 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$39K ﹤0.01%
126
-55
927
$39K ﹤0.01%
409
+9
928
$39K ﹤0.01%
3,597
929
$39K ﹤0.01%
2,052
-202
930
$39K ﹤0.01%
3,724
931
$38K ﹤0.01%
996
+496
932
$38K ﹤0.01%
856
933
$38K ﹤0.01%
941
934
$38K ﹤0.01%
1,051
935
$38K ﹤0.01%
271
+27
936
$38K ﹤0.01%
316
+26
937
$38K ﹤0.01%
113
-22,455
938
$37K ﹤0.01%
1,473
+3
939
$37K ﹤0.01%
897
+3
940
$37K ﹤0.01%
2,952
-1,085
941
$37K ﹤0.01%
1,414
+487
942
$37K ﹤0.01%
441
-72
943
$37K ﹤0.01%
1,653
944
$37K ﹤0.01%
2,895
-1,611
945
$36K ﹤0.01%
2,267
-1,646
946
$36K ﹤0.01%
750
-737
947
$36K ﹤0.01%
527
948
$36K ﹤0.01%
860
-4
949
$36K ﹤0.01%
194
-22
950
$36K ﹤0.01%
327
-50
36 37
38
39 40