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
1426
$6K ﹤0.01%
493
1427
$6K ﹤0.01%
767
1428
$6K ﹤0.01%
454
1429
$6K ﹤0.01%
60
1430
$6K ﹤0.01%
122
-16
1431
$6K ﹤0.01%
793
1432
$6K ﹤0.01%
417
1433
$6K ﹤0.01%
81
-393
1434
$6K ﹤0.01%
216
-39
1435
$6K ﹤0.01%
66
-12
1436
$6K ﹤0.01%
580
1437
$6K ﹤0.01%
131
-35
1438
$6K ﹤0.01%
54
-22
1439
$6K ﹤0.01%
100
-144
1440
$6K ﹤0.01%
154
1441
$6K ﹤0.01%
664
-35
1442
$6K ﹤0.01%
87
1443
$6K ﹤0.01%
100
1444
$6K ﹤0.01%
493
1445
$6K ﹤0.01%
479
1446
$5K ﹤0.01%
753
1447
$5K ﹤0.01%
231
1448
$5K ﹤0.01%
1,019
1449
$5K ﹤0.01%
676
1450
$5K ﹤0.01%
100