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
1276
$11K ﹤0.01%
100
1277
$11K ﹤0.01%
132
1278
$11K ﹤0.01%
+315
1279
$11K ﹤0.01%
536
-98
1280
$11K ﹤0.01%
1,980
1281
$11K ﹤0.01%
316
1282
$11K ﹤0.01%
56
+5
1283
$11K ﹤0.01%
1,014
1284
$11K ﹤0.01%
188
-7
1285
$11K ﹤0.01%
873
1286
$11K ﹤0.01%
1,061
1287
$11K ﹤0.01%
+454
1288
$11K ﹤0.01%
156
+6
1289
$11K ﹤0.01%
465
1290
$10K ﹤0.01%
150
1291
$10K ﹤0.01%
212
+193
1292
$10K ﹤0.01%
40
-4
1293
$10K ﹤0.01%
148
+8
1294
$10K ﹤0.01%
222
1295
$10K ﹤0.01%
160
-50
1296
$10K ﹤0.01%
127
1297
$10K ﹤0.01%
123
-83
1298
$10K ﹤0.01%
610
1299
$10K ﹤0.01%
600
1300
$10K ﹤0.01%
314
-15
50 51
52
53 54