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
176
$606 0.04%
+10,290
177
$602 0.04%
+6,751
178
$581 0.03%
+12,102
179
$569 0.03%
+13,902
180
$560 0.03%
+2,782
181
$554 0.03%
+17,830
182
$549 0.03%
+13,815
183
$549 0.03%
+12,016
184
$541 0.03%
+12,235
185
$526 0.03%
+15,955
186
$505 0.03%
+7,783
187
$483 0.03%
+6,335
188
$483 0.03%
+11,055
189
$481 0.03%
+43,542
190
$479 0.03%
+14,122
191
$470 0.03%
+15,565
192
$467 0.03%
+21,460
193
$454 0.03%
+7,949
194
$452 0.03%
+11,335
195
$444 0.03%
+7,045
196
$426 0.03%
+14,212
197
$405 0.02%
+5,207
198
$401 0.02%
+5,502
199
$396 0.02%
+216
200
$395 0.02%
+4,941
6 7
8
9 10