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
926
$62K ﹤0.01%
+1,074
927
$62K ﹤0.01%
+669
928
$61K ﹤0.01%
+415
929
$61K ﹤0.01%
+433
930
$61K ﹤0.01%
+1,051
931
$61K ﹤0.01%
+1,169
932
$61K ﹤0.01%
+1,479
933
$60K ﹤0.01%
+916
934
$60K ﹤0.01%
+400
935
$60K ﹤0.01%
+404
936
$60K ﹤0.01%
+4,689
937
$60K ﹤0.01%
+176
938
$60K ﹤0.01%
+1,765
939
$60K ﹤0.01%
+898
940
$59K ﹤0.01%
+352
941
$59K ﹤0.01%
+2,700
942
$59K ﹤0.01%
+910
943
$59K ﹤0.01%
+70
944
$59K ﹤0.01%
+1,408
945
$59K ﹤0.01%
+222
946
$59K ﹤0.01%
+760
947
$59K ﹤0.01%
+5,135
948
$59K ﹤0.01%
+1,144
949
$58K ﹤0.01%
+1,116
950
$58K ﹤0.01%
+3,300
36 37
38
39 40