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
101
$5.11K 0.16%
58,562
-3,396
102
$5.02K 0.15%
83,945
-430
103
$4.86K 0.15%
35,479
+510
104
$4.74K 0.14%
35,853
-1,729
105
$4.71K 0.14%
31,611
-352
106
$4.69K 0.14%
100,484
-925
107
$4.52K 0.14%
34,236
-2,052
108
$4.5K 0.14%
32,422
109
$4.48K 0.14%
86,103
-754
110
$4.39K 0.13%
45,027
-3,463
111
$4.31K 0.13%
113,069
-1,366
112
$4.3K 0.13%
26,775
+99
113
$4.3K 0.13%
37,187
-4,818
114
$4.13K 0.13%
52,076
+20,087
115
$4.11K 0.13%
43,182
+8,976
116
$4.11K 0.13%
34,372
+7,889
117
$4.11K 0.13%
18,144
-4,022
118
$4.09K 0.12%
20,019
-56,394
119
$4.06K 0.12%
185,917
-242,561
120
$3.96K 0.12%
65,710
+1,571
121
$3.9K 0.12%
25,303
+10,255
122
$3.88K 0.12%
43,383
-3,100
123
$3.88K 0.12%
40,655
124
$3.71K 0.11%
71,336
-197,594
125
$3.63K 0.11%
39,356
-17,740
3 4
5
6 7