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
1451
$10K ﹤0.01%
+498
1452
$10K ﹤0.01%
+310
1453
$10K ﹤0.01%
+546
1454
$10K ﹤0.01%
+1,000
1455
$10K ﹤0.01%
+142
1456
$9K ﹤0.01%
+666
1457
$9K ﹤0.01%
+92
1458
$9K ﹤0.01%
+109
1459
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+330
1460
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+99
1461
$9K ﹤0.01%
+223
1462
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+200
1463
$9K ﹤0.01%
+587
1464
$9K ﹤0.01%
+106
1465
$9K ﹤0.01%
+593
1466
$9K ﹤0.01%
+417
1467
$9K ﹤0.01%
+79
1468
$9K ﹤0.01%
+649
1469
$9K ﹤0.01%
+625
1470
$9K ﹤0.01%
+129
1471
$9K ﹤0.01%
+488
1472
$9K ﹤0.01%
+429
1473
$9K ﹤0.01%
+177
1474
$9K ﹤0.01%
+998
1475
$9K ﹤0.01%
+214