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
1176
$16K ﹤0.01%
1,190
+70
1177
$16K ﹤0.01%
682
+562
1178
$16K ﹤0.01%
401
1179
$16K ﹤0.01%
647
+274
1180
$16K ﹤0.01%
278
-64
1181
$16K ﹤0.01%
574
1182
$16K ﹤0.01%
1,954
1183
$16K ﹤0.01%
+1,577
1184
$16K ﹤0.01%
+1,003
1185
$15K ﹤0.01%
95
1186
$15K ﹤0.01%
400
1187
$15K ﹤0.01%
1,535
1188
$15K ﹤0.01%
800
1189
$15K ﹤0.01%
132
-6
1190
$15K ﹤0.01%
203
-51
1191
$15K ﹤0.01%
609
-21
1192
$15K ﹤0.01%
1,680
1193
$15K ﹤0.01%
366
-261
1194
$15K ﹤0.01%
1,016
-1,455
1195
$15K ﹤0.01%
300
1196
$15K ﹤0.01%
335
-125
1197
$15K ﹤0.01%
176
-46
1198
$15K ﹤0.01%
617
1199
$15K ﹤0.01%
1,000
-231
1200
$15K ﹤0.01%
184
46 47
48
49 50