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
1351
$14K ﹤0.01%
+140
1352
$14K ﹤0.01%
+406
1353
$14K ﹤0.01%
+886
1354
$14K ﹤0.01%
+147
1355
$14K ﹤0.01%
+166
1356
$14K ﹤0.01%
+200
1357
$14K ﹤0.01%
+702
1358
$14K ﹤0.01%
+33
1359
$14K ﹤0.01%
+1,994
1360
$14K ﹤0.01%
+231
1361
$14K ﹤0.01%
+725
1362
$14K ﹤0.01%
+409
1363
$14K ﹤0.01%
+72
1364
$13K ﹤0.01%
+400
1365
$13K ﹤0.01%
+100
1366
$13K ﹤0.01%
+703
1367
$13K ﹤0.01%
+222
1368
$13K ﹤0.01%
+170
1369
$13K ﹤0.01%
+31
1370
$13K ﹤0.01%
+89
1371
$13K ﹤0.01%
+427
1372
$13K ﹤0.01%
+181
1373
$13K ﹤0.01%
+119
1374
$13K ﹤0.01%
+2,268
1375
$13K ﹤0.01%
+251
53 54
55
56 57