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
1076
$37K ﹤0.01%
+1,022
1077
$37K ﹤0.01%
+1,619
1078
$37K ﹤0.01%
+450
1079
$37K ﹤0.01%
+213
1080
$37K ﹤0.01%
+2,043
1081
$36K ﹤0.01%
+645
1082
$36K ﹤0.01%
+233
1083
$36K ﹤0.01%
+294
1084
$36K ﹤0.01%
+582
1085
$36K ﹤0.01%
+1,000
1086
$36K ﹤0.01%
+1,467
1087
$36K ﹤0.01%
+1,760
1088
$36K ﹤0.01%
+230
1089
$36K ﹤0.01%
+219
1090
$36K ﹤0.01%
+932
1091
$36K ﹤0.01%
+126
1092
$36K ﹤0.01%
+796
1093
$35K ﹤0.01%
+1,291
1094
$35K ﹤0.01%
+656
1095
$35K ﹤0.01%
+254
1096
$35K ﹤0.01%
+663
1097
$35K ﹤0.01%
+2,179
1098
$35K ﹤0.01%
+1,639
1099
$35K ﹤0.01%
+382
1100
$35K ﹤0.01%
+750
42 43
44
45 46