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
1476
$9K ﹤0.01%
+100
1477
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+85
1478
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400
1479
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+471
1480
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+100
1481
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+17
1482
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+138
1483
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+453
1484
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+99
1485
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+82
1486
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+494
1487
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+400
1489
$8K ﹤0.01%
+1,797
1490
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+95
1491
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+1,019
1492
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+104
1493
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1494
$8K ﹤0.01%
+741
1495
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+97
1496
$8K ﹤0.01%
+500
1497
$8K ﹤0.01%
+45
1498
$8K ﹤0.01%
+126
1499
$8K ﹤0.01%
+261
1500
$8K ﹤0.01%
+234