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
576
$314K ﹤0.01%
+3,849
577
$314K ﹤0.01%
+6,939
578
$312K ﹤0.01%
+2,428
579
$312K ﹤0.01%
+934
580
$310K ﹤0.01%
+5,334
581
$309K ﹤0.01%
+10,000
582
$308K ﹤0.01%
+19,976
583
$308K ﹤0.01%
+27,058
584
$307K ﹤0.01%
+7,995
585
$298K ﹤0.01%
+12,385
586
$298K ﹤0.01%
+1,863
587
$297K ﹤0.01%
+2,234
588
$297K ﹤0.01%
+11,278
589
$297K ﹤0.01%
5,723
590
$295K ﹤0.01%
+7,950
591
$295K ﹤0.01%
+3,381
592
$295K ﹤0.01%
+5,960
593
$291K ﹤0.01%
+1,300
594
$286K ﹤0.01%
+13,128
595
$284K ﹤0.01%
+7,509
596
$284K ﹤0.01%
2,504
+464
597
$284K ﹤0.01%
2,926
+457
598
$283K ﹤0.01%
+6,416
599
$281K ﹤0.01%
+3,934
600
$279K ﹤0.01%
+2,076
22 23
24
25 26