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
1326
$16K ﹤0.01%
+100
1327
$16K ﹤0.01%
+126
1328
$16K ﹤0.01%
+324
1329
$16K ﹤0.01%
+443
1330
$15K ﹤0.01%
+800
1331
$15K ﹤0.01%
+265
1332
$15K ﹤0.01%
+1,231
1333
$15K ﹤0.01%
+232
1334
$15K ﹤0.01%
+250
1335
$15K ﹤0.01%
+263
1336
$15K ﹤0.01%
+331
1337
$15K ﹤0.01%
+220
1338
$15K ﹤0.01%
+71
1339
$15K ﹤0.01%
+144
1340
$15K ﹤0.01%
+219
1341
$15K ﹤0.01%
+135
1342
$15K ﹤0.01%
+634
1343
$15K ﹤0.01%
+233
1344
$15K ﹤0.01%
+40
1345
$14K ﹤0.01%
+324
1346
$14K ﹤0.01%
+596
1347
$14K ﹤0.01%
+1,100
1348
$14K ﹤0.01%
+370
1349
$14K ﹤0.01%
+856
1350
$14K ﹤0.01%
+876
52 53
54
55 56