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
1476
$18.3K ﹤0.01%
3,802
-709
1477
$18.1K ﹤0.01%
731
+63
1478
$18.1K ﹤0.01%
125
+22
1479
$18K ﹤0.01%
193
+13
1480
$17.9K ﹤0.01%
531
+109
1481
$17.9K ﹤0.01%
623
+66
1482
$17.8K ﹤0.01%
186
1483
$17.7K ﹤0.01%
423
1484
$17.6K ﹤0.01%
187
+34
1485
$17.5K ﹤0.01%
659
+25
1486
$17.5K ﹤0.01%
454
+4
1487
$17.5K ﹤0.01%
154
+108
1488
$17.5K ﹤0.01%
186
+40
1489
$17.4K ﹤0.01%
267
+62
1490
$17.4K ﹤0.01%
252
+36
1491
$17.3K ﹤0.01%
658
+456
1492
$17.2K ﹤0.01%
158
+19
1493
$17.1K ﹤0.01%
258
+59
1494
$17.1K ﹤0.01%
118
+22
1495
$17K ﹤0.01%
67
+6
1496
$17K ﹤0.01%
201
+19
1497
$17K ﹤0.01%
3,277
+1,930
1498
$16.9K ﹤0.01%
309
+21
1499
$16.9K ﹤0.01%
69
+11
1500
$16.8K ﹤0.01%
800