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
1176
$27K ﹤0.01%
+279
1177
$27K ﹤0.01%
+222
1178
$27K ﹤0.01%
+605
1179
$26K ﹤0.01%
+5,528
1180
$26K ﹤0.01%
+1,204
1181
$26K ﹤0.01%
+534
1182
$26K ﹤0.01%
+92
1183
$26K ﹤0.01%
+715
1184
$26K ﹤0.01%
+4,259
1185
$26K ﹤0.01%
+768
1186
$26K ﹤0.01%
+110
1187
$26K ﹤0.01%
+1,680
1188
$26K ﹤0.01%
+224
1189
$25K ﹤0.01%
+579
1190
$25K ﹤0.01%
+1,000
1191
$25K ﹤0.01%
+199
1192
$25K ﹤0.01%
+143
1193
$25K ﹤0.01%
+184
1194
$25K ﹤0.01%
+772
1195
$25K ﹤0.01%
+1,033
1196
$25K ﹤0.01%
+138
1197
$25K ﹤0.01%
+102
1198
$25K ﹤0.01%
+774
1199
$25K ﹤0.01%
+218
1200
$25K ﹤0.01%
+702
46 47
48
49 50