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
1676
$1K ﹤0.01%
+74
1677
$1K ﹤0.01%
+86
1678
$1K ﹤0.01%
80
1679
$1K ﹤0.01%
9
-37
1680
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41
1681
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32
-74
1682
$1K ﹤0.01%
40
-58
1683
$1K ﹤0.01%
+137
1684
$1K ﹤0.01%
55
-105
1685
$1K ﹤0.01%
+12
1686
$1K ﹤0.01%
55
1687
$1K ﹤0.01%
118
-1,052
1688
$1K ﹤0.01%
+43
1689
$1K ﹤0.01%
77
-171
1690
$1K ﹤0.01%
200
1691
$1K ﹤0.01%
61
-123
1692
$1K ﹤0.01%
30
-83
1693
$1K ﹤0.01%
51
1694
$1K ﹤0.01%
197
1695
$1K ﹤0.01%
1,000
1696
$1K ﹤0.01%
30
-270
1697
$1K ﹤0.01%
+95
1698
$1K ﹤0.01%
+30
1699
$1K ﹤0.01%
18
1700
$1K ﹤0.01%
50
66 67
68
69 70