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
726
$148K ﹤0.01%
+1,352
727
$148K ﹤0.01%
+301
728
$147K ﹤0.01%
+681
729
$146K ﹤0.01%
+6,575
730
$145K ﹤0.01%
+3,446
731
$143K ﹤0.01%
+68
732
$143K ﹤0.01%
+1,310
733
$143K ﹤0.01%
+1,108
734
$142K ﹤0.01%
+723
735
$141K ﹤0.01%
+1,190
736
$141K ﹤0.01%
+2,813
737
$141K ﹤0.01%
+446
738
$141K ﹤0.01%
+2,643
739
$140K ﹤0.01%
+587
740
$139K ﹤0.01%
+1,925
741
$139K ﹤0.01%
+1,090
742
$136K ﹤0.01%
+500
743
$136K ﹤0.01%
+9,146
744
$135K ﹤0.01%
+531
745
$134K ﹤0.01%
+815
746
$134K ﹤0.01%
+619
747
$134K ﹤0.01%
+1,400
748
$133K ﹤0.01%
+1,219
749
$133K ﹤0.01%
+1,952
750
$132K ﹤0.01%
+1,090
28 29
30
31 32