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
1576
$2K ﹤0.01%
10
1577
$2K ﹤0.01%
66
-168
1578
$2K ﹤0.01%
45
-177
1579
$2K ﹤0.01%
86
1580
$2K ﹤0.01%
231
1581
$2K ﹤0.01%
73
1582
$2K ﹤0.01%
70
-57
1583
$2K ﹤0.01%
34
-113
1584
$2K ﹤0.01%
435
1585
$2K ﹤0.01%
71
1586
$2K ﹤0.01%
+75
1587
$2K ﹤0.01%
271
1588
$2K ﹤0.01%
4,267
1589
$2K ﹤0.01%
36
-17
1590
$2K ﹤0.01%
37
-70
1591
$2K ﹤0.01%
14
-57
1592
$2K ﹤0.01%
+41
1593
$2K ﹤0.01%
+117
1594
$2K ﹤0.01%
77
1595
$2K ﹤0.01%
51
1596
$2K ﹤0.01%
+84
1597
$2K ﹤0.01%
+78
1598
$2K ﹤0.01%
38
-486
1599
$2K ﹤0.01%
72
-33
1600
$2K ﹤0.01%
44
+17
62 63
64
65 66