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
1501
$8K ﹤0.01%
+1,097
1502
$8K ﹤0.01%
+334
1503
$8K ﹤0.01%
+111
1504
$8K ﹤0.01%
+363
1505
$8K ﹤0.01%
+831
1506
$8K ﹤0.01%
+370
1507
$8K ﹤0.01%
+1,278
1508
$8K ﹤0.01%
+528
1509
$8K ﹤0.01%
+1,000
1510
$8K ﹤0.01%
+373
1511
$8K ﹤0.01%
+470
1512
$8K ﹤0.01%
+95
1513
$8K ﹤0.01%
+500
1514
$8K ﹤0.01%
+205
1515
$8K ﹤0.01%
+194
1516
$8K ﹤0.01%
+236
1517
$8K ﹤0.01%
+172
1518
$7K ﹤0.01%
+56
1519
$7K ﹤0.01%
+473
1520
$7K ﹤0.01%
+700
1521
$7K ﹤0.01%
+64
1522
$7K ﹤0.01%
+56
1523
$7K ﹤0.01%
+28
1524
$7K ﹤0.01%
+76
1525
$7K ﹤0.01%
+200