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
151
$1.02K 0.06%
+45,968
152
$1.01K 0.06%
+28,128
153
$985 0.06%
+12,586
154
$928 0.05%
+14,594
155
$889 0.05%
+32,000
156
$857 0.05%
+13,016
157
$854 0.05%
+11,735
158
$844 0.05%
+45,000
159
$806 0.05%
+29,177
160
$780 0.05%
+22,886
161
$768 0.05%
+9,843
162
$763 0.04%
+10,525
163
$763 0.04%
+16,193
164
$759 0.04%
+14,429
165
$749 0.04%
+11,180
166
$738 0.04%
+13,220
167
$709 0.04%
+9,376
168
$701 0.04%
+10,480
169
$695 0.04%
+21,390
170
$693 0.04%
+53,896
171
$690 0.04%
+14,235
172
$688 0.04%
+4,547
173
$658 0.04%
+47,360
174
$636 0.04%
+29,954
175
$616 0.04%
+103,320
5 6
7
8 9