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
1526
$7K ﹤0.01%
+652
1527
$7K ﹤0.01%
+410
1528
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+229
1529
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+255
1530
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+108
1531
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+160
1532
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+192
1533
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+187
1534
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+355
1535
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+548
1536
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+274
1537
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1538
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+129
1539
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+82
1540
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+549
1541
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+455
1542
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+768
1543
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+100
1544
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+474
1545
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+464
1546
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+547
1547
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+41
1548
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+139
1549
$7K ﹤0.01%
+371
1550
$7K ﹤0.01%
+219