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
1151
$29K ﹤0.01%
+867
1152
$29K ﹤0.01%
+1,764
1153
$29K ﹤0.01%
+659
1154
$29K ﹤0.01%
+5,277
1155
$29K ﹤0.01%
+307
1156
$29K ﹤0.01%
+146
1157
$29K ﹤0.01%
+831
1158
$29K ﹤0.01%
+150
1159
$29K ﹤0.01%
+1,236
1160
$29K ﹤0.01%
+311
1161
$29K ﹤0.01%
+973
1162
$28K ﹤0.01%
+410
1163
$28K ﹤0.01%
+230
1164
$28K ﹤0.01%
+103
1165
$28K ﹤0.01%
+307
1166
$28K ﹤0.01%
+159
1167
$28K ﹤0.01%
+1,385
1168
$28K ﹤0.01%
+515
1169
$28K ﹤0.01%
+931
1170
$28K ﹤0.01%
+337
1171
$27K ﹤0.01%
+1,339
1172
$27K ﹤0.01%
+400
1173
$27K ﹤0.01%
+2,113
1174
$27K ﹤0.01%
+1,000
1175
$27K ﹤0.01%
+430
45 46
47
48 49