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
451
$635K 0.01%
+7,662
452
$632K 0.01%
18,050
+4,250
453
$626K 0.01%
25,393
-4,362
454
$618K 0.01%
+3,985
455
$612K 0.01%
+5,251
456
$612K 0.01%
13,179
+4,444
457
$611K 0.01%
65,382
+5,920
458
$606K 0.01%
43,072
-37,904
459
$591K 0.01%
+10,335
460
$583K 0.01%
+25,275
461
$569K 0.01%
+11,847
462
$562K 0.01%
+4,719
463
$562K 0.01%
+6,865
464
$556K 0.01%
19,725
465
$551K 0.01%
+6,036
466
$551K 0.01%
7,988
+36
467
$551K 0.01%
+6,328
468
$548K 0.01%
+12,623
469
$545K 0.01%
+3,384
470
$545K 0.01%
+52,500
471
$537K 0.01%
5,211
472
$534K 0.01%
14,092
+3,912
473
$532K 0.01%
+6,867
474
$525K 0.01%
9,519
+4,609
475
$519K 0.01%
+14,723
17 18
19
20 21