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
1376
$13K ﹤0.01%
+185
1377
$13K ﹤0.01%
+1,520
1378
$13K ﹤0.01%
+207
1379
$13K ﹤0.01%
+1,000
1380
$13K ﹤0.01%
+243
1381
$13K ﹤0.01%
+364
1382
$13K ﹤0.01%
+31
1383
$13K ﹤0.01%
+221
1384
$13K ﹤0.01%
+565
1385
$13K ﹤0.01%
+250
1386
$13K ﹤0.01%
+758
1387
$13K ﹤0.01%
+111
1388
$13K ﹤0.01%
+401
1389
$13K ﹤0.01%
+48
1390
$13K ﹤0.01%
+210
1391
$12K ﹤0.01%
+107
1392
$12K ﹤0.01%
+137
1393
$12K ﹤0.01%
+369
1394
$12K ﹤0.01%
+454
1395
$12K ﹤0.01%
+33
1396
$12K ﹤0.01%
+423
1397
$12K ﹤0.01%
+274
1398
$12K ﹤0.01%
+177
1399
$12K ﹤0.01%
+140
1400
$12K ﹤0.01%
+42
54 55
56
57 58