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
$7.92B
AUM Growth
+$3.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,037
New
Increased
Reduced
Closed

Top Buys

1
+$331M
2
+$185M
3
+$112M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$108M
5
TJX icon
TJX Companies
TJX
+$86.6M

Top Sells

1
+$19M
2
+$10.4M
3
+$7.36M
4
T icon
AT&T
T
+$5.7M
5
CAT icon
Caterpillar
CAT
+$5.09M

Sector Composition

1 Financials 22.03%
2 Technology 13.14%
3 Healthcare 10.33%
4 Consumer Discretionary 7.6%
5 Industrials 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.39M 0.02%
+12,914
352
$1.39M 0.02%
63,121
+36,024
353
$1.36M 0.02%
+18,481
354
$1.36M 0.02%
+11,218
355
$1.35M 0.02%
+4,000
356
$1.33M 0.02%
+34,318
357
$1.33M 0.02%
+49,600
358
$1.33M 0.02%
+11,888
359
$1.31M 0.02%
17,513
-50
360
$1.31M 0.02%
+25,721
361
$1.3M 0.02%
+5,729
362
$1.3M 0.02%
10,522
+1,529
363
$1.3M 0.02%
+3,321
364
$1.29M 0.02%
9,471
+6,876
365
$1.29M 0.02%
50,141
-409
366
$1.24M 0.02%
26,660
367
$1.24M 0.02%
+10,961
368
$1.23M 0.02%
18,170
+11,760
369
$1.22M 0.02%
16,672
+7,933
370
$1.21M 0.02%
+15,265
371
$1.21M 0.02%
+13,807
372
$1.2M 0.02%
+22,220
373
$1.19M 0.02%
+24,861
374
$1.15M 0.01%
+18,814
375
$1.14M 0.01%
+45,122
13 14
15
16 17