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
476
$517K 0.01%
5,655
-1,090
477
$514K 0.01%
+19,255
478
$509K 0.01%
+18,873
479
$504K 0.01%
+16,395
480
$502K 0.01%
26,634
+11,934
481
$495K 0.01%
+3,167
482
$484K 0.01%
+12,725
483
$480K 0.01%
+3,524
484
$475K 0.01%
+148,000
485
$470K 0.01%
+9,000
486
$468K 0.01%
7,177
+1,024
487
$467K 0.01%
+4,084
488
$466K 0.01%
9,526
+4,500
489
$463K 0.01%
6,861
+2,582
490
$461K 0.01%
+4,179
491
$459K 0.01%
+4,000
492
$459K 0.01%
+5,244
493
$455K 0.01%
4,471
+261
494
$451K 0.01%
2,118
+1,177
495
$450K 0.01%
+18,564
496
$449K 0.01%
+968
497
$449K 0.01%
+4,871
498
$448K 0.01%
+2,959
499
$447K 0.01%
+18,179
500
$446K 0.01%
+11,689
18 19
20
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