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
1251
$21K ﹤0.01%
+208
1252
$21K ﹤0.01%
+1,426
1253
$21K ﹤0.01%
+900
1254
$21K ﹤0.01%
+71
1255
$21K ﹤0.01%
+1,700
1256
$21K ﹤0.01%
+269
1257
$21K ﹤0.01%
+237
1258
$21K ﹤0.01%
+103
1259
$21K ﹤0.01%
+928
1260
$21K ﹤0.01%
+2,190
1261
$21K ﹤0.01%
+143
1262
$20K ﹤0.01%
+84
1263
$20K ﹤0.01%
+302
1264
$20K ﹤0.01%
+1,615
1265
$20K ﹤0.01%
+950
1266
$20K ﹤0.01%
+176
1267
$20K ﹤0.01%
+216
1268
$20K ﹤0.01%
+103
1269
$20K ﹤0.01%
+7,771
1270
$20K ﹤0.01%
+141
1271
$20K ﹤0.01%
+454
1272
$20K ﹤0.01%
+1,000
1273
$20K ﹤0.01%
+951
1274
$19K ﹤0.01%
+388
1275
$19K ﹤0.01%
+179
49 50
51
52 53