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
126
$1.58K 0.09%
+45,840
127
$1.56K 0.09%
+38,657
128
$1.55K 0.09%
+35,101
129
$1.53K 0.09%
+14,818
130
$1.53K 0.09%
+15,831
131
$1.52K 0.09%
+31,038
132
$1.45K 0.09%
+38,874
133
$1.43K 0.08%
+29,946
134
$1.43K 0.08%
+29,010
135
$1.42K 0.08%
+17,032
136
$1.4K 0.08%
+58,870
137
$1.4K 0.08%
+8,741
138
$1.38K 0.08%
+39,421
139
$1.38K 0.08%
+26,484
140
$1.37K 0.08%
+38,817
141
$1.36K 0.08%
+26,968
142
$1.32K 0.08%
+15,352
143
$1.31K 0.08%
+41,930
144
$1.28K 0.08%
+56,855
145
$1.28K 0.07%
+21,138
146
$1.2K 0.07%
+19,996
147
$1.19K 0.07%
+21,630
148
$1.19K 0.07%
+20,488
149
$1.18K 0.07%
+33,336
150
$1.05K 0.06%
+30,231
4 5
6
7 8