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
1326
$29.3K ﹤0.01%
1,473
+79
1327
$29.1K ﹤0.01%
693
1328
$29K ﹤0.01%
405
1329
$28.8K ﹤0.01%
947
+219
1330
$28.8K ﹤0.01%
302
+34
1331
$28.7K ﹤0.01%
+657
1332
$28.7K ﹤0.01%
3,593
+2,597
1333
$28.6K ﹤0.01%
16
+8
1334
$28.6K ﹤0.01%
322
+90
1335
$28.5K ﹤0.01%
4,267
1336
$28.4K ﹤0.01%
476
+156
1337
$28.4K ﹤0.01%
387
+122
1338
$28.2K ﹤0.01%
1,139
+233
1339
$28.1K ﹤0.01%
278
+76
1340
$28.1K ﹤0.01%
837
+76
1341
$28.1K ﹤0.01%
1,381
+84
1342
$27.9K ﹤0.01%
1,847
-2,280
1343
$27.8K ﹤0.01%
5,478
+594
1344
$27.4K ﹤0.01%
383
+58
1345
$27.3K ﹤0.01%
425
-181
1346
$27.1K ﹤0.01%
470
+105
1347
$27.1K ﹤0.01%
418
+82
1348
$26.9K ﹤0.01%
2,122
+96
1349
$26.9K ﹤0.01%
565
-565
1350
$26.8K ﹤0.01%
481
+293
52 53
54
55 56