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
1276
$34.2K ﹤0.01%
+250
1277
$34.1K ﹤0.01%
916
-143
1278
$34K ﹤0.01%
224
-66
1279
$33.8K ﹤0.01%
1,026
-869
1280
$33.8K ﹤0.01%
109
1281
$33.8K ﹤0.01%
636
-388
1282
$33.6K ﹤0.01%
403
-121
1283
$33.6K ﹤0.01%
233
+45
1284
$33.5K ﹤0.01%
162
1285
$33.5K ﹤0.01%
946
-302
1286
$33.4K ﹤0.01%
290
+36
1287
$33.4K ﹤0.01%
1,006
+110
1288
$33.2K ﹤0.01%
703
-337
1289
$33.1K ﹤0.01%
717
+22
1290
$33K ﹤0.01%
1,016
+51
1291
$32.9K ﹤0.01%
1,165
-214
1292
$32.9K ﹤0.01%
910
+48
1293
$32.8K ﹤0.01%
190
+58
1294
$32.8K ﹤0.01%
326
+23
1295
$32.8K ﹤0.01%
+544
1296
$32.4K ﹤0.01%
2,928
+137
1297
$32.3K ﹤0.01%
995
-678
1298
$32.2K ﹤0.01%
198
+75
1299
$32.2K ﹤0.01%
155
+17
1300
$32.1K ﹤0.01%
675
50 51
52
53 54