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
1401
$12K ﹤0.01%
+100
1402
$12K ﹤0.01%
+115
1403
$12K ﹤0.01%
+259
1404
$12K ﹤0.01%
+56
1405
$12K ﹤0.01%
+30
1406
$12K ﹤0.01%
+325
1407
$12K ﹤0.01%
+566
1408
$12K ﹤0.01%
+335
1409
$12K ﹤0.01%
+377
1410
$11K ﹤0.01%
+733
1411
$11K ﹤0.01%
+666
1412
$11K ﹤0.01%
+209
1413
$11K ﹤0.01%
+467
1414
$11K ﹤0.01%
+222
1415
$11K ﹤0.01%
+184
1416
$11K ﹤0.01%
+232
1417
$11K ﹤0.01%
+127
1418
$11K ﹤0.01%
+480
1419
$11K ﹤0.01%
+39
1420
$11K ﹤0.01%
+519
1421
$11K ﹤0.01%
+447
1422
$11K ﹤0.01%
+300
1423
$11K ﹤0.01%
+636
1424
$11K ﹤0.01%
+216
1425
$11K ﹤0.01%
+1,393
55 56
57
58 59