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
26
$14.4K 0.85%
+236,449
27
$14.2K 0.83%
+648,983
28
$13.6K 0.8%
+207,234
29
$13.4K 0.79%
+266,459
30
$13.4K 0.78%
+156,440
31
$12.3K 0.72%
+401,984
32
$11.7K 0.68%
+134,564
33
$10.8K 0.63%
+130,644
34
$10.8K 0.63%
+528,884
35
$10.5K 0.62%
+115,188
36
$10.4K 0.61%
+243,482
37
$10.3K 0.61%
+170,826
38
$10.3K 0.61%
+412,364
39
$10.2K 0.6%
+134,055
40
$10.2K 0.6%
+279,164
41
$10.1K 0.59%
+196,304
42
$9.61K 0.56%
+278,749
43
$9.59K 0.56%
+117,204
44
$9.51K 0.56%
+392,374
45
$9.47K 0.56%
+213,752
46
$9.36K 0.55%
+328,550
47
$8.97K 0.53%
+290,135
48
$8.84K 0.52%
+104,401
49
$8.47K 0.5%
+234,350
50
$8.43K 0.49%
+1,122,180
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