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
$6.31B
AUM Growth
-$527M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,211
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.1M
3
+$10.5M
4
CME icon
CME Group
CME
+$10M
5
GD icon
General Dynamics
GD
+$9.59M

Top Sells

1
+$188M
2
+$121M
3
+$70.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$61.3M
5
TJX icon
TJX Companies
TJX
+$57.7M

Sector Composition

1 Financials 20.54%
2 Technology 16.85%
3 Healthcare 8.03%
4 Consumer Discretionary 7.72%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$3.25K ﹤0.01%
84
-347
1427
$3.25K ﹤0.01%
63
+25
1428
$3.24K ﹤0.01%
38
-27
1429
$3.24K ﹤0.01%
43
-283
1430
$3.24K ﹤0.01%
+61
1431
$3.21K ﹤0.01%
458
1432
$3.21K ﹤0.01%
+43
1433
$3.17K ﹤0.01%
70
-219
1434
$3.16K ﹤0.01%
53
-3
1435
$3.15K ﹤0.01%
+38
1436
$3.15K ﹤0.01%
+6
1437
$3.14K ﹤0.01%
69
-42
1438
$3.13K ﹤0.01%
+112
1439
$3.09K ﹤0.01%
+48
1440
$3.07K ﹤0.01%
143
1441
$3.06K ﹤0.01%
+13
1442
$3.04K ﹤0.01%
27
-131
1443
$3.02K ﹤0.01%
25
1444
$3.02K ﹤0.01%
50
1445
$3.01K ﹤0.01%
25
+18
1446
$3.01K ﹤0.01%
78
1447
$2.97K ﹤0.01%
+64
1448
$2.94K ﹤0.01%
29
-22
1449
$2.93K ﹤0.01%
+8
1450
$2.91K ﹤0.01%
30
56 57
58
59 60