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
1276
$19K ﹤0.01%
+354
1277
$19K ﹤0.01%
+500
1278
$19K ﹤0.01%
+500
1279
$19K ﹤0.01%
+8,500
1280
$19K ﹤0.01%
+209
1281
$19K ﹤0.01%
+500
1282
$19K ﹤0.01%
+29
1283
$19K ﹤0.01%
+541
1284
$19K ﹤0.01%
+264
1285
$19K ﹤0.01%
+560
1286
$19K ﹤0.01%
+81
1287
$19K ﹤0.01%
+200
1288
$19K ﹤0.01%
+174
1289
$19K ﹤0.01%
+598
1290
$19K ﹤0.01%
+348
1291
$19K ﹤0.01%
+4,825
1292
$18K ﹤0.01%
+794
1293
$18K ﹤0.01%
+873
1294
$18K ﹤0.01%
+1,630
1295
$18K ﹤0.01%
+210
1296
$18K ﹤0.01%
+1,000
1297
$18K ﹤0.01%
+200
1298
$18K ﹤0.01%
+3
1299
$18K ﹤0.01%
+823
1300
$18K ﹤0.01%
+443
50 51
52
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