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
426
$748K 0.01%
6,906
+1,912
427
$746K 0.01%
+4,289
428
$743K 0.01%
+15,226
429
$741K 0.01%
+1,848
430
$741K 0.01%
+3,770
431
$740K 0.01%
+1,162
432
$738K 0.01%
3,911
+995
433
$731K 0.01%
+26,939
434
$731K 0.01%
+8,990
435
$725K 0.01%
28,498
+580
436
$724K 0.01%
+42,875
437
$716K 0.01%
34,517
+23,866
438
$688K 0.01%
+30,957
439
$679K 0.01%
+7,366
440
$671K 0.01%
10,055
+1,507
441
$668K 0.01%
9,244
+1,552
442
$668K 0.01%
+17,109
443
$667K 0.01%
+20,342
444
$665K 0.01%
4,164
+937
445
$660K 0.01%
+17,901
446
$658K 0.01%
+15,966
447
$643K 0.01%
+5,309
448
$641K 0.01%
+1,740
449
$639K 0.01%
+13,526
450
$638K 0.01%
+3,090
16 17
18
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