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
1401
$7K ﹤0.01%
546
1402
$7K ﹤0.01%
976
-2,554
1403
$7K ﹤0.01%
757
-90
1404
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+167
1405
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500
1406
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1,000
1407
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75
+3
1408
$7K ﹤0.01%
+1,898
1409
$6K ﹤0.01%
511
-64
1410
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1,446
-243
1411
$6K ﹤0.01%
56
+7
1412
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60
1413
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122
-16
1414
$6K ﹤0.01%
793
1415
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417
1416
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81
-393
1417
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216
-39
1418
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66
-12
1419
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580
1420
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131
-35
1421
$6K ﹤0.01%
54
-22
1422
$6K ﹤0.01%
100
-144
1423
$6K ﹤0.01%
400
1424
$6K ﹤0.01%
1,797
1425
$6K ﹤0.01%
97