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
$6.31B
AUM Growth
-$527M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,211
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.1M
3
+$10.5M
4
CME icon
CME Group
CME
+$10M
5
GD icon
General Dynamics
GD
+$9.59M

Top Sells

1
+$188M
2
+$121M
3
+$70.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$61.3M
5
TJX icon
TJX Companies
TJX
+$57.7M

Sector Composition

1 Financials 20.54%
2 Technology 16.85%
3 Healthcare 8.03%
4 Consumer Discretionary 7.72%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$67.9K ﹤0.01%
938
-173
777
$67.5K ﹤0.01%
373
-66
778
$67.1K ﹤0.01%
1,819
779
$67.1K ﹤0.01%
1,873
+14
780
$66.6K ﹤0.01%
162
781
$66.4K ﹤0.01%
601
+595
782
$66.3K ﹤0.01%
1,426
-54
783
$66.2K ﹤0.01%
21
-50
784
$66.2K ﹤0.01%
164
+113
785
$66.2K ﹤0.01%
916
+16
786
$66K ﹤0.01%
3,231
787
$65.7K ﹤0.01%
1,517
+737
788
$65.3K ﹤0.01%
419
-75
789
$64.9K ﹤0.01%
331
-140
790
$64.2K ﹤0.01%
+1,428
791
$64K ﹤0.01%
2,133
792
$63.8K ﹤0.01%
1,188
+400
793
$63.5K ﹤0.01%
579
+9
794
$63.4K ﹤0.01%
1,096
795
$63K ﹤0.01%
678
796
$62.8K ﹤0.01%
+1,577
797
$61.1K ﹤0.01%
581
-78
798
$60.9K ﹤0.01%
720
+20
799
$60.7K ﹤0.01%
423
+14
800
$60.4K ﹤0.01%
1,162
+8
30 31
32
33 34