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
176
$1.59K 0.05%
16,234
-42
177
$1.55K 0.05%
14,542
+117
178
$1.55K 0.05%
18,411
+1,292
179
$1.53K 0.05%
20,452
-459
180
$1.46K 0.04%
37,498
-1,451
181
$1.45K 0.04%
19,803
+519
182
$1.4K 0.04%
105,980
+77,448
183
$1.36K 0.04%
157,650
-31,750
184
$1.35K 0.04%
33,765
-1,055
185
$1.33K 0.04%
8,492
+215
186
$1.3K 0.04%
52,980
+21,839
187
$1.29K 0.04%
28,224
-1,176
188
$1.27K 0.04%
30,552
+1,518
189
$1.24K 0.04%
95,140
+8,616
190
$1.23K 0.04%
36,074
-5,252
191
$1.23K 0.04%
22,708
-2,560
192
$1.21K 0.04%
49,390
-761
193
$1.15K 0.04%
26,126
-3,669
194
$1.13K 0.03%
16,863
-1,010
195
$1.11K 0.03%
128,496
196
$1.08K 0.03%
10,771
-242
197
$1.08K 0.03%
8,092
-412
198
$1.04K 0.03%
11,409
-700
199
$1.03K 0.03%
13,914
-2,225
200
$1.01K 0.03%
13,730
6 7
8
9 10