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
1226
$23K ﹤0.01%
+292
1227
$23K ﹤0.01%
+262
1228
$23K ﹤0.01%
+1,980
1229
$22K ﹤0.01%
+572
1230
$22K ﹤0.01%
+3,310
1231
$22K ﹤0.01%
+604
1232
$22K ﹤0.01%
+951
1233
$22K ﹤0.01%
+4,987
1234
$22K ﹤0.01%
+296
1235
$22K ﹤0.01%
+483
1236
$22K ﹤0.01%
+105
1237
$22K ﹤0.01%
+234
1238
$22K ﹤0.01%
+1,500
1239
$22K ﹤0.01%
+300
1240
$22K ﹤0.01%
+468
1241
$22K ﹤0.01%
+451
1242
$21K ﹤0.01%
+153
1243
$21K ﹤0.01%
+294
1244
$21K ﹤0.01%
+1,016
1245
$21K ﹤0.01%
+595
1246
$21K ﹤0.01%
+318
1247
$21K ﹤0.01%
+254
1248
$21K ﹤0.01%
+1,920
1249
$21K ﹤0.01%
+525
1250
$21K ﹤0.01%
+87
48 49
50
51 52