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
51
$8.34K 0.49%
+72,412
52
$8.11K 0.48%
+326,580
53
$7.71K 0.45%
+235,206
54
$7.67K 0.45%
+288,406
55
$7.38K 0.43%
+128,450
56
$7.17K 0.42%
+95,931
57
$7.17K 0.42%
+205,481
58
$7.15K 0.42%
+148,559
59
$6.82K 0.4%
+122,135
60
$6.79K 0.4%
+80,621
61
$6.63K 0.39%
+191,932
62
$6.54K 0.38%
+179,008
63
$6.39K 0.37%
+200,782
64
$6.31K 0.37%
+91,682
65
$6.22K 0.36%
+218,080
66
$6.16K 0.36%
+143,036
67
$6.02K 0.35%
+82,243
68
$5.77K 0.34%
+336,746
69
$5.75K 0.34%
+105,453
70
$5.74K 0.34%
+153,108
71
$5.61K 0.33%
+112,448
72
$5.46K 0.32%
+641,502
73
$5.45K 0.32%
+51,390
74
$5.24K 0.31%
+150,318
75
$4.88K 0.29%
+56,449
1 2
3
4 5