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
76
$9.93K 0.3%
208,756
-6,783
77
$9.1K 0.28%
122,690
+5,370
78
$8.9K 0.27%
96,521
-3,011
79
$8.84K 0.27%
39,489
-357
80
$8.78K 0.27%
417,188
-113,096
81
$8.13K 0.25%
187,710
+30,616
82
$7.86K 0.24%
109,997
+11,627
83
$7.78K 0.24%
118,052
+21,600
84
$7.51K 0.23%
766,224
-139,234
85
$7.49K 0.23%
163,795
+793
86
$7.19K 0.22%
54,946
-147
87
$7.1K 0.22%
186,259
+95,451
88
$7.08K 0.22%
113,560
-1,001
89
$7.06K 0.22%
105,367
+7,315
90
$7.04K 0.22%
63,430
-699
91
$6.91K 0.21%
54,368
-3,631
92
$6.87K 0.21%
131,021
+18,212
93
$6.63K 0.2%
25,308
-11,230
94
$6.5K 0.2%
71,167
-437
95
$6.35K 0.19%
140,590
+2,025
96
$6.27K 0.19%
132,446
-814
97
$5.89K 0.18%
112,493
-655
98
$5.76K 0.18%
133,013
+3,446
99
$5.36K 0.16%
49,318
-1,741
100
$5.23K 0.16%
113,514
-3,237
2 3
4
5 6