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
1
$142K 8.32%
+254,833
2
$44.1K 2.58%
+487,759
3
$31.2K 1.83%
+263,860
4
$29.5K 1.73%
+648,512
5
$25.7K 1.51%
+331,513
6
$23.9K 1.4%
+1,684,368
7
$23.7K 1.39%
+129,868
8
$22.6K 1.33%
+263,794
9
$22.4K 1.32%
+424,922
10
$22.3K 1.31%
+541,019
11
$21.6K 1.27%
+450,160
12
$21.4K 1.25%
+192,369
13
$21.3K 1.25%
+276,716
14
$20.1K 1.18%
+317,592
15
$19.8K 1.16%
+345,538
16
$18.8K 1.1%
+183,144
17
$17.3K 1.01%
+154,216
18
$17K 1%
+635,231
19
$16.8K 0.99%
+151,927
20
$16.7K 0.98%
+168,699
21
$16.4K 0.96%
+279,589
22
$16.3K 0.95%
+210,684
23
$15.4K 0.9%
+344,042
24
$15.2K 0.89%
+379,332
25
$15.1K 0.88%
+223,440