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
1126
$19K ﹤0.01%
200
1127
$19K ﹤0.01%
1,067
-1,000
1128
$19K ﹤0.01%
645
-1,025
1129
$18K ﹤0.01%
417
-80
1130
$18K ﹤0.01%
132
-44
1131
$18K ﹤0.01%
168
1132
$18K ﹤0.01%
1,334
-1,364
1133
$18K ﹤0.01%
1,426
1134
$18K ﹤0.01%
98
+6
1135
$18K ﹤0.01%
297
1136
$18K ﹤0.01%
602
+12
1137
$18K ﹤0.01%
558
+11
1138
$18K ﹤0.01%
1,305
+38
1139
$18K ﹤0.01%
1,994
1140
$18K ﹤0.01%
1,948
1141
$17K ﹤0.01%
923
+439
1142
$17K ﹤0.01%
294
1143
$17K ﹤0.01%
106
1144
$17K ﹤0.01%
1,033
1145
$17K ﹤0.01%
3,568
-6,288
1146
$17K ﹤0.01%
208
1147
$17K ﹤0.01%
125
-7
1148
$17K ﹤0.01%
1,754
1149
$17K ﹤0.01%
417
-103
1150
$17K ﹤0.01%
1,551
44 45
46
47 48