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
101
$2.71K 0.16%
+47,755
102
$2.69K 0.16%
+31,819
103
$2.68K 0.16%
+26,755
104
$2.59K 0.15%
+89,110
105
$2.59K 0.15%
+83,247
106
$2.44K 0.14%
+39,944
107
$2.37K 0.14%
+40,179
108
$2.33K 0.14%
+68,890
109
$2.15K 0.13%
+44,297
110
$2.13K 0.12%
+21,552
111
$2.12K 0.12%
+42,501
112
$2.08K 0.12%
+45,588
113
$2.08K 0.12%
+58,990
114
$2.07K 0.12%
+61,244
115
$2K 0.12%
+44,001
116
$1.97K 0.12%
+57,031
117
$1.9K 0.11%
+33,144
118
$1.79K 0.1%
+39,076
119
$1.77K 0.1%
+26,821
120
$1.72K 0.1%
+61,977
121
$1.71K 0.1%
+23,563
122
$1.68K 0.1%
+26,949
123
$1.65K 0.1%
+65,520
124
$1.6K 0.09%
+35,784
125
$1.6K 0.09%
+16,229
3 4
5
6 7