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
1351
$9K ﹤0.01%
337
+63
1352
$9K ﹤0.01%
+458
1353
$9K ﹤0.01%
2,204
1354
$9K ﹤0.01%
+614
1355
$9K ﹤0.01%
998
-63
1356
$9K ﹤0.01%
108
-57
1357
$8K ﹤0.01%
666
1358
$8K ﹤0.01%
182
-43
1359
$8K ﹤0.01%
+256
1360
$8K ﹤0.01%
145
1361
$8K ﹤0.01%
161
-23
1362
$8K ﹤0.01%
21
-45
1363
$8K ﹤0.01%
200
1364
$8K ﹤0.01%
199
1365
$8K ﹤0.01%
575
+95
1366
$8K ﹤0.01%
51
1367
$8K ﹤0.01%
288
-427
1368
$8K ﹤0.01%
132
1369
$8K ﹤0.01%
7
-27
1370
$8K ﹤0.01%
25
-52
1371
$8K ﹤0.01%
+667
1372
$8K ﹤0.01%
100
1373
$8K ﹤0.01%
+2,018
1374
$8K ﹤0.01%
425
-118
1375
$8K ﹤0.01%
657
+7
53 54
55
56 57