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
901
$68K ﹤0.01%
+1,250
902
$68K ﹤0.01%
+878
903
$67K ﹤0.01%
+1,410
904
$67K ﹤0.01%
+1,574
905
$67K ﹤0.01%
+4,088
906
$66K ﹤0.01%
+4,829
907
$66K ﹤0.01%
+765
908
$66K ﹤0.01%
+1,925
909
$66K ﹤0.01%
+1,820
910
$66K ﹤0.01%
+2,694
911
$65K ﹤0.01%
+631
912
$65K ﹤0.01%
+913
913
$65K ﹤0.01%
+4,750
914
$64K ﹤0.01%
+2,233
915
$64K ﹤0.01%
+1,660
916
$64K ﹤0.01%
+3,340
917
$64K ﹤0.01%
+3,310
918
$64K ﹤0.01%
+10,034
919
$63K ﹤0.01%
+491
920
$63K ﹤0.01%
+1,000
921
$62K ﹤0.01%
+670
922
$62K ﹤0.01%
+549
923
$62K ﹤0.01%
+1,931
924
$62K ﹤0.01%
+3,241
925
$62K ﹤0.01%
+1,065
35 36
37
38 39