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
951
$58K ﹤0.01%
+1,419
952
$58K ﹤0.01%
+279
953
$58K ﹤0.01%
+1,074
954
$58K ﹤0.01%
+1,200
955
$57K ﹤0.01%
+5,544
956
$57K ﹤0.01%
+1,621
957
$57K ﹤0.01%
+1,573
958
$56K ﹤0.01%
+986
959
$56K ﹤0.01%
+465
960
$56K ﹤0.01%
+544
961
$56K ﹤0.01%
+1,093
962
$56K ﹤0.01%
+319
963
$56K ﹤0.01%
+1,910
964
$56K ﹤0.01%
+697
965
$56K ﹤0.01%
+334
966
$55K ﹤0.01%
+236
967
$55K ﹤0.01%
+1,877
968
$55K ﹤0.01%
+1,300
969
$54K ﹤0.01%
+2,837
970
$54K ﹤0.01%
+384
971
$54K ﹤0.01%
+96
972
$54K ﹤0.01%
+933
973
$54K ﹤0.01%
+2,000
974
$53K ﹤0.01%
+558
975
$53K ﹤0.01%
+705
37 38
39
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