UB

UMB Bank Portfolio holdings

AUM $7.16B
1-Year Est. Return 20.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.8B
AUM Growth
+$378M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,208
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.47M
3
+$9.32M
4
CSGP icon
CoStar Group
CSGP
+$6.78M
5
EQT icon
EQT Corp
EQT
+$6.68M

Top Sells

1
+$21.1M
2
+$16.3M
3
+$13.6M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$13M
5
ACN icon
Accenture
ACN
+$9.39M

Sector Composition

1 Financials 20.67%
2 Technology 19.96%
3 Consumer Discretionary 7.57%
4 Communication Services 6.24%
5 Healthcare 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$77.7K ﹤0.01%
2,589
-427
977
$77.5K ﹤0.01%
1,905
-498
978
$77.4K ﹤0.01%
956
+100
979
$77K ﹤0.01%
2,341
+11
980
$76.9K ﹤0.01%
297
-4
981
$76.9K ﹤0.01%
2,218
+157
982
$76.8K ﹤0.01%
1,453
+15
983
$76.4K ﹤0.01%
769
+37
984
$75.8K ﹤0.01%
830
-3
985
$75.8K ﹤0.01%
2,400
+204
986
$75.2K ﹤0.01%
2,189
+1,869
987
$75.1K ﹤0.01%
615
-121
988
$75.1K ﹤0.01%
342
-33
989
$75K ﹤0.01%
2,334
+25
990
$74.9K ﹤0.01%
675
991
$74.8K ﹤0.01%
1,789
992
$74.7K ﹤0.01%
998
+98
993
$74.5K ﹤0.01%
2,690
-281
994
$74.1K ﹤0.01%
3,025
-7,375
995
$74.1K ﹤0.01%
1,377
+16
996
$73.3K ﹤0.01%
11,547
+89
997
$73K ﹤0.01%
364
+6
998
$72.5K ﹤0.01%
2,600
999
$72.5K ﹤0.01%
1,093
+69
1000
$72.5K ﹤0.01%
597
-80
38 39
40
41 42