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
$1.71M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$142K
2
+$44.1K
3
+$31.2K
4
VFC icon
VF Corp
VFC
+$29.5K
5
HD icon
Home Depot
HD
+$25.7K

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.72%
2 Healthcare 9.01%
3 Industrials 8.57%
4 Technology 7.77%
5 Energy 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$265 0.02%
+3,985
227
$263 0.02%
+14,578
228
$261 0.02%
+3,910
229
$253 0.01%
+4,883
230
$251 0.01%
+5,367
231
$248 0.01%
+3,327
232
$242 0.01%
+7,080
233
$239 0.01%
+3,050
234
$235 0.01%
+5,625
235
$234 0.01%
+12,462
236
$231 0.01%
+2,450
237
$231 0.01%
+6,045
238
$225 0.01%
+5,500
239
$224 0.01%
+3,838
240
$221 0.01%
+2,860
241
$220 0.01%
+7,400
242
$218 0.01%
+6,150
243
$215 0.01%
+30,000
244
$205 0.01%
+810
245
$203 0.01%
+2,100
246
$179 0.01%
+11,227
247
$139 0.01%
+15,000
248
$111 0.01%
+2,992
249
$110 0.01%
+15,713
250
$106 0.01%
+12,450
7 8 9
10
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