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
976
$53K ﹤0.01%
+7,774
977
$53K ﹤0.01%
+408
978
$53K ﹤0.01%
+1,221
979
$52K ﹤0.01%
+1,194
980
$52K ﹤0.01%
+1,406
981
$52K ﹤0.01%
+2,827
982
$52K ﹤0.01%
+1,379
983
$52K ﹤0.01%
+3,729
984
$52K ﹤0.01%
+3,400
985
$52K ﹤0.01%
+1,732
986
$52K ﹤0.01%
+844
987
$52K ﹤0.01%
+666
988
$51K ﹤0.01%
+3,058
989
$51K ﹤0.01%
+542
990
$51K ﹤0.01%
+512
991
$51K ﹤0.01%
+2,067
992
$50K ﹤0.01%
+1,384
993
$50K ﹤0.01%
+3,000
994
$50K ﹤0.01%
+823
995
$50K ﹤0.01%
+2,989
996
$50K ﹤0.01%
+361
997
$50K ﹤0.01%
+2,821
998
$50K ﹤0.01%
+160
999
$49K ﹤0.01%
+693
1000
$49K ﹤0.01%
+3,146
38 39
40
41 42