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
826
$89K ﹤0.01%
+10,588
827
$89K ﹤0.01%
+7,598
828
$88K ﹤0.01%
+1,092
829
$88K ﹤0.01%
+290
830
$87K ﹤0.01%
+881
831
$87K ﹤0.01%
+1,000
832
$87K ﹤0.01%
+5,598
833
$86K ﹤0.01%
+1,462
834
$86K ﹤0.01%
+4,335
835
$86K ﹤0.01%
3,682
836
$86K ﹤0.01%
+1,056
837
$86K ﹤0.01%
+629
838
$85K ﹤0.01%
+693
839
$85K ﹤0.01%
+800
840
$85K ﹤0.01%
+4,344
841
$85K ﹤0.01%
+1,542
842
$85K ﹤0.01%
+790
843
$85K ﹤0.01%
+1,720
844
$84K ﹤0.01%
+29,859
845
$84K ﹤0.01%
+1,168
846
$83K ﹤0.01%
+542
847
$82K ﹤0.01%
+870
848
$82K ﹤0.01%
+2,443
849
$82K ﹤0.01%
+948
850
$81K ﹤0.01%
+2,541
32 33
34
35 36