UB

UMB Bank Portfolio holdings

AUM $6.42B
1-Year Est. Return 21.08%
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.42B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,199
New
Increased
Reduced
Closed

Top Buys

1 +$30M
2 +$12.8M
3 +$11.8M
4
KO icon
Coca-Cola
KO
+$10.9M
5
APO icon
Apollo Global Management
APO
+$9.59M

Top Sells

1 +$23.2M
2 +$13.4M
3 +$11.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.7M
5
DHR icon
Danaher
DHR
+$11.3M

Sector Composition

1 Financials 21.4%
2 Technology 19.16%
3 Consumer Discretionary 7.27%
4 Communication Services 5.6%
5 Healthcare 5.4%