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
$6.31B
AUM Growth
-$527M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,211
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$11.1M
3 +$10.5M
4
CME icon
CME Group
CME
+$10M
5
GD icon
General Dynamics
GD
+$9.59M

Top Sells

1 +$188M
2 +$121M
3 +$70.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$61.3M
5
TJX icon
TJX Companies
TJX
+$57.7M

Sector Composition

1 Financials 20.54%
2 Technology 16.85%
3 Healthcare 8.03%
4 Consumer Discretionary 7.72%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$12.7K ﹤0.01%
172
+29
1227
$12.6K ﹤0.01%
179
+18
1228
$12.6K ﹤0.01%
141
1229
$12.6K ﹤0.01%
334
+34
1230
$12.4K ﹤0.01%
414
+14
1231
$12.4K ﹤0.01%
231
+36
1232
$12.3K ﹤0.01%
27
1233
$12.2K ﹤0.01%
67
+1
1234
$12.2K ﹤0.01%
2,190
1235
$12.1K ﹤0.01%
495
+177
1236
$12.1K ﹤0.01%
333
1237
$12K ﹤0.01%
275
+34
1238
$12K ﹤0.01%
175
+93
1239
$12K ﹤0.01%
315
+111
1240
$11.8K ﹤0.01%
795
1241
$11.8K ﹤0.01%
364
+44
1242
$11.6K ﹤0.01%
78
+1
1243
$11.6K ﹤0.01%
145
-18
1244
$11.5K ﹤0.01%
386
1245
$11.5K ﹤0.01%
468
+32
1246
$11.4K ﹤0.01%
+1,063
1247
$11.4K ﹤0.01%
187
+26
1248
$11.4K ﹤0.01%
116
+7
1249
$11.4K ﹤0.01%
1,019
+80
1250
$11.3K ﹤0.01%
235