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
1451
$2.91K ﹤0.01%
50
1452
$2.89K ﹤0.01%
150
1453
$2.86K ﹤0.01%
45
1454
$2.85K ﹤0.01%
+63
1455
$2.79K ﹤0.01%
200
1456
$2.78K ﹤0.01%
157
+7
1457
$2.76K ﹤0.01%
+22
1458
$2.76K ﹤0.01%
41
1459
$2.75K ﹤0.01%
200
1460
$2.73K ﹤0.01%
185
-159
1461
$2.7K ﹤0.01%
28
-5
1462
$2.69K ﹤0.01%
47
+20
1463
$2.66K ﹤0.01%
1,000
1464
$2.64K ﹤0.01%
+30
1465
$2.62K ﹤0.01%
320
1466
$2.62K ﹤0.01%
53
+35
1467
$2.61K ﹤0.01%
+35
1468
$2.6K ﹤0.01%
+95
1469
$2.6K ﹤0.01%
+132
1470
$2.59K ﹤0.01%
16
1471
$2.57K ﹤0.01%
64
-7
1472
$2.57K ﹤0.01%
+4
1473
$2.57K ﹤0.01%
+25
1474
$2.56K ﹤0.01%
+109
1475
$2.56K ﹤0.01%
24
-11
57 58
59
60 61