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
76
$4.58K 0.27%
+54,107
77
$4.5K 0.26%
+112,806
78
$4.37K 0.26%
+84,900
79
$4.24K 0.25%
+147,317
80
$4.14K 0.24%
+108,395
81
$4.13K 0.24%
+170,420
82
$4.13K 0.24%
+67,623
83
$3.89K 0.23%
+41,786
84
$3.88K 0.23%
+80,732
85
$3.71K 0.22%
+98,960
86
$3.7K 0.22%
+45,564
87
$3.67K 0.22%
+97,542
88
$3.64K 0.21%
+88,159
89
$3.48K 0.2%
+147,262
90
$3.45K 0.2%
+41,151
91
$3.34K 0.2%
+33,896
92
$3.25K 0.19%
+75,093
93
$3.14K 0.18%
+36,906
94
$3.13K 0.18%
+53,498
95
$3.05K 0.18%
+18,606
96
$2.99K 0.18%
+200,205
97
$2.97K 0.17%
+42,868
98
$2.95K 0.17%
+93,528
99
$2.78K 0.16%
+114,080
100
$2.75K 0.16%
+95,245
2 3
4
5 6