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
951
$35K ﹤0.01%
1,369
+1,072
952
$35K ﹤0.01%
295
+1
953
$35K ﹤0.01%
504
+6
954
$35K ﹤0.01%
1,034
-601
955
$35K ﹤0.01%
1,073
+47
956
$35K ﹤0.01%
600
+549
957
$35K ﹤0.01%
600
958
$34K ﹤0.01%
713
959
$34K ﹤0.01%
1,621
960
$34K ﹤0.01%
592
+106
961
$34K ﹤0.01%
+1,477
962
$34K ﹤0.01%
765
-46
963
$33K ﹤0.01%
870
964
$33K ﹤0.01%
1,886
965
$33K ﹤0.01%
507
+37
966
$33K ﹤0.01%
867
967
$33K ﹤0.01%
1,314
-56
968
$33K ﹤0.01%
542
-30
969
$33K ﹤0.01%
707
+2
970
$33K ﹤0.01%
691
971
$32K ﹤0.01%
299
+4
972
$32K ﹤0.01%
333
+254
973
$32K ﹤0.01%
390
974
$32K ﹤0.01%
596
+30
975
$32K ﹤0.01%
796
37 38
39
40 41