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
151
$2.27K 0.07%
40,063
-4,827
152
$2.26K 0.07%
100,786
+75,304
153
$2.23K 0.07%
39,249
+573
154
$2.21K 0.07%
50,300
+46,390
155
$2.2K 0.07%
52,022
-4,400
156
$2.15K 0.07%
80,420
-7,090
157
$2.12K 0.06%
12,620
+634
158
$2.11K 0.06%
35,468
+1,604
159
$2.09K 0.06%
47,077
-12,425
160
$2.02K 0.06%
30,958
+2,279
161
$1.99K 0.06%
595,120
-86,040
162
$1.98K 0.06%
15,634
-24
163
$1.96K 0.06%
10,299
+118
164
$1.96K 0.06%
46,552
-500
165
$1.93K 0.06%
20,244
-272
166
$1.92K 0.06%
40,112
-924
167
$1.91K 0.06%
22,811
+478
168
$1.88K 0.06%
26,952
-400
169
$1.83K 0.06%
26,464
+804
170
$1.82K 0.06%
90,814
-140
171
$1.75K 0.05%
33,760
+524
172
$1.74K 0.05%
23,693
-3,805
173
$1.74K 0.05%
40,393
-3,289
174
$1.73K 0.05%
29,347
+68
175
$1.64K 0.05%
24,927
-180
5 6
7
8 9