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
551
$356K ﹤0.01%
+2,286
552
$356K ﹤0.01%
+6,863
553
$356K ﹤0.01%
1,137
-1,002
554
$355K ﹤0.01%
3,941
555
$349K ﹤0.01%
9,434
+460
556
$348K ﹤0.01%
+8,624
557
$348K ﹤0.01%
+3,004
558
$347K ﹤0.01%
+8,005
559
$346K ﹤0.01%
+2,094
560
$345K ﹤0.01%
+1,380
561
$343K ﹤0.01%
+6,244
562
$343K ﹤0.01%
+1,343
563
$337K ﹤0.01%
+1,313
564
$337K ﹤0.01%
+4,690
565
$336K ﹤0.01%
+8,008
566
$335K ﹤0.01%
6,724
+2,685
567
$334K ﹤0.01%
+1,920
568
$333K ﹤0.01%
+13,020
569
$331K ﹤0.01%
1,062
-1,062
570
$329K ﹤0.01%
8,418
+228
571
$329K ﹤0.01%
+1,203
572
$327K ﹤0.01%
12,513
573
$324K ﹤0.01%
+407
574
$323K ﹤0.01%
+5,728
575
$321K ﹤0.01%
+10,270
21 22
23
24 25