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
1976
$3.23K ﹤0.01%
106
-6
1977
$3.21K ﹤0.01%
35
-131
1978
$3.13K ﹤0.01%
38
+2
1979
$3.13K ﹤0.01%
92
+17
1980
$3.13K ﹤0.01%
16
+7
1981
$3.12K ﹤0.01%
+740
1982
$3.09K ﹤0.01%
79
1983
$3.07K ﹤0.01%
169
+86
1984
$3.05K ﹤0.01%
12
+3
1985
$3.04K ﹤0.01%
248
+226
1986
$3.02K ﹤0.01%
376
1987
$3K ﹤0.01%
194
+38
1988
$2.98K ﹤0.01%
44
-63
1989
$2.98K ﹤0.01%
84
1990
$2.96K ﹤0.01%
511
+139
1991
$2.95K ﹤0.01%
+216
1992
$2.93K ﹤0.01%
80
1993
$2.93K ﹤0.01%
223
+49
1994
$2.91K ﹤0.01%
273
+241
1995
$2.9K ﹤0.01%
205
-126
1996
$2.88K ﹤0.01%
320
1997
$2.86K ﹤0.01%
262
1998
$2.83K ﹤0.01%
146
+81
1999
$2.83K ﹤0.01%
624
+507
2000
$2.83K ﹤0.01%
65
+48
78 79
80
81 82