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
1276
$9.84K ﹤0.01%
593
+18
1277
$9.81K ﹤0.01%
106
+17
1278
$9.7K ﹤0.01%
107
1279
$9.7K ﹤0.01%
86
+5
1280
$9.68K ﹤0.01%
140
1281
$9.61K ﹤0.01%
96
-26
1282
$9.58K ﹤0.01%
336
+36
1283
$9.42K ﹤0.01%
316
1284
$9.31K ﹤0.01%
22
-2,994
1285
$9.24K ﹤0.01%
195
-500
1286
$9.19K ﹤0.01%
210
+72
1287
$9.14K ﹤0.01%
162
+3
1288
$9.11K ﹤0.01%
347
-853
1289
$9.1K ﹤0.01%
401
1290
$9.07K ﹤0.01%
600
1291
$9.06K ﹤0.01%
422
-1,777
1292
$9.04K ﹤0.01%
54
-20
1293
$9.03K ﹤0.01%
34
1294
$9K ﹤0.01%
179
+57
1295
$8.96K ﹤0.01%
403
+142
1296
$8.93K ﹤0.01%
397
1297
$8.87K ﹤0.01%
69
1298
$8.86K ﹤0.01%
112
+38
1299
$8.69K ﹤0.01%
60
+15
1300
$8.69K ﹤0.01%
547
50 51
52
53 54