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
876
$74K ﹤0.01%
+627
877
$73K ﹤0.01%
+590
878
$73K ﹤0.01%
+1,635
879
$72K ﹤0.01%
+613
880
$72K ﹤0.01%
+4,929
881
$72K ﹤0.01%
+1,985
882
$72K ﹤0.01%
+225
883
$72K ﹤0.01%
+1,093
884
$72K ﹤0.01%
+550
885
$72K ﹤0.01%
+475
886
$71K ﹤0.01%
+547
887
$71K ﹤0.01%
+993
888
$71K ﹤0.01%
+3,963
889
$71K ﹤0.01%
+1,413
890
$71K ﹤0.01%
+1,908
891
$71K ﹤0.01%
+2,411
892
$70K ﹤0.01%
+646
893
$70K ﹤0.01%
+572
894
$70K ﹤0.01%
+4,673
895
$69K ﹤0.01%
+1,034
896
$69K ﹤0.01%
+920
897
$69K ﹤0.01%
+756
898
$68K ﹤0.01%
+429
899
$68K ﹤0.01%
+1,542
900
$68K ﹤0.01%
+489
34 35
36
37 38