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
1526
$15.6K ﹤0.01%
129
+32
1527
$15.5K ﹤0.01%
885
-45
1528
$15.4K ﹤0.01%
232
+119
1529
$15.4K ﹤0.01%
127
1530
$15.4K ﹤0.01%
824
+216
1531
$15.3K ﹤0.01%
33
1532
$15.2K ﹤0.01%
1,200
1533
$15.2K ﹤0.01%
168
-1
1534
$15.1K ﹤0.01%
138
-2
1535
$15K ﹤0.01%
345
+50
1536
$14.9K ﹤0.01%
938
+172
1537
$14.8K ﹤0.01%
257
+30
1538
$14.7K ﹤0.01%
189
+41
1539
$14.7K ﹤0.01%
612
+99
1540
$14.7K ﹤0.01%
1,229
+786
1541
$14.7K ﹤0.01%
83
+56
1542
$14.6K ﹤0.01%
137
-1
1543
$14.5K ﹤0.01%
3,600
+1,000
1544
$14.4K ﹤0.01%
4,619
1545
$14.1K ﹤0.01%
235
+61
1546
$14K ﹤0.01%
184
+26
1547
$14K ﹤0.01%
256
-58
1548
$14K ﹤0.01%
+500
1549
$14K ﹤0.01%
325
1550
$14K ﹤0.01%
727
-252
60 61
62
63 64