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
$3.28M
AUM Growth
-$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$11.9K
2
+$7.7K
3
+$6.62K
4
CVS icon
CVS Health
CVS
+$5.4K
5
UNP icon
Union Pacific
UNP
+$5.39K

Top Sells

1
+$18.3M
2
+$11.7M
3
+$11.6M
4
CSGP icon
CoStar Group
CSGP
+$1.69M
5
AET
Aetna Inc
AET
+$1.48M

Sector Composition

1 Financials 17.94%
2 Technology 8.37%
3 Healthcare 8.09%
4 Consumer Discretionary 6.58%
5 Industrials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.5K 0.11%
78,212
+3,208
127
$3.49K 0.11%
30,949
+546
128
$3.46K 0.11%
32,199
-147,505
129
$3.44K 0.11%
46,025
-132
130
$3.4K 0.1%
38,151
+9,568
131
$3.38K 0.1%
95,975
132
$3.37K 0.1%
76,791
+3,482
133
$3.36K 0.1%
48,463
+21,859
134
$3.3K 0.1%
20,631
-113
135
$3.27K 0.1%
41,073
-16,487
136
$3.21K 0.1%
28,167
137
$3.11K 0.1%
29,236
+4,863
138
$3.06K 0.09%
59,080
-4,100
139
$2.88K 0.09%
22,776
+41
140
$2.84K 0.09%
184,605
+20,060
141
$2.65K 0.08%
121,757
-78
142
$2.64K 0.08%
28,625
+6,766
143
$2.63K 0.08%
122,380
+86,148
144
$2.62K 0.08%
67,710
-25,129
145
$2.5K 0.08%
30,315
-3,041
146
$2.47K 0.08%
21,661
+4,432
147
$2.38K 0.07%
38,016
+1,338
148
$2.37K 0.07%
18,063
-72
149
$2.36K 0.07%
15,770
-121
150
$2.28K 0.07%
17,401
-736
4 5
6
7 8