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
1326
$9K ﹤0.01%
1,464
-13
1327
$9K ﹤0.01%
108
1328
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143
-8
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33
1334
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1335
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417
1336
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86
-5
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1338
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1339
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107
1340
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649
1341
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1342
$9K ﹤0.01%
1,520
1343
$9K ﹤0.01%
248
+29
1344
$9K ﹤0.01%
215
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1345
$9K ﹤0.01%
1,000
1346
$9K ﹤0.01%
+528
1347
$9K ﹤0.01%
69
-36
1348
$9K ﹤0.01%
400
1349
$9K ﹤0.01%
491
1350
$9K ﹤0.01%
143