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
976
$32K ﹤0.01%
1,000
977
$31K ﹤0.01%
73
-16
978
$31K ﹤0.01%
2,177
-201
979
$31K ﹤0.01%
1,639
980
$31K ﹤0.01%
1,173
-812
981
$31K ﹤0.01%
400
982
$31K ﹤0.01%
96
983
$31K ﹤0.01%
806
984
$31K ﹤0.01%
4,500
-20,465
985
$31K ﹤0.01%
524
+166
986
$30K ﹤0.01%
393
-59
987
$30K ﹤0.01%
+480
988
$30K ﹤0.01%
894
-599
989
$30K ﹤0.01%
450
990
$30K ﹤0.01%
5,492
-718
991
$30K ﹤0.01%
6,171
992
$30K ﹤0.01%
1,200
993
$30K ﹤0.01%
1,200
994
$29K ﹤0.01%
66
-10
995
$29K ﹤0.01%
2,875
-206
996
$29K ﹤0.01%
745
+2
997
$29K ﹤0.01%
558
998
$29K ﹤0.01%
51
-19
999
$29K ﹤0.01%
120
-28
1000
$29K ﹤0.01%
1,199
-1,366
38 39
40
41 42