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
1301
$18K ﹤0.01%
+443
1302
$18K ﹤0.01%
+198
1303
$18K ﹤0.01%
+404
1304
$17K ﹤0.01%
+122
1305
$17K ﹤0.01%
+183
1306
$17K ﹤0.01%
+352
1307
$17K ﹤0.01%
+906
1308
$17K ﹤0.01%
+750
1309
$17K ﹤0.01%
+466
1310
$17K ﹤0.01%
+275
1311
$17K ﹤0.01%
+312
1312
$17K ﹤0.01%
+211
1313
$17K ﹤0.01%
+66
1314
$17K ﹤0.01%
+428
1315
$17K ﹤0.01%
+171
1316
$17K ﹤0.01%
+409
1317
$17K ﹤0.01%
+316
1318
$17K ﹤0.01%
+268
1319
$17K ﹤0.01%
+3,978
1320
$16K ﹤0.01%
+74
1321
$16K ﹤0.01%
+47
1322
$16K ﹤0.01%
+1,200
1323
$16K ﹤0.01%
+283
1324
$16K ﹤0.01%
+382
1325
$16K ﹤0.01%
+31
51 52
53
54 55