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
376
$1.14M 0.01%
30,165
+13,184
377
$1.13M 0.01%
15,675
+4,845
378
$1.11M 0.01%
+15,587
379
$1.1M 0.01%
7,280
+3,152
380
$1.08M 0.01%
+2,017
381
$1.08M 0.01%
+2,636
382
$1.08M 0.01%
5,488
+9
383
$1.08M 0.01%
36,572
+1,248
384
$1.07M 0.01%
19,760
+10,111
385
$1.05M 0.01%
24,906
+303
386
$1.03M 0.01%
+6,774
387
$1.01M 0.01%
17,548
+12,507
388
$992K 0.01%
+23,000
389
$977K 0.01%
14,705
+3,377
390
$976K 0.01%
14,758
+48
391
$973K 0.01%
+54,745
392
$964K 0.01%
47,072
393
$961K 0.01%
+8,444
394
$951K 0.01%
20,242
+8,851
395
$945K 0.01%
+8,290
396
$929K 0.01%
+29,000
397
$927K 0.01%
+8,633
398
$909K 0.01%
+39,331
399
$909K 0.01%
6,871
+1,295
400
$907K 0.01%
+6,660
14 15
16
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