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
1551
$1.92K ﹤0.01%
+31
1552
$1.91K ﹤0.01%
+172
1553
$1.91K ﹤0.01%
+14
1554
$1.9K ﹤0.01%
+44
1555
$1.9K ﹤0.01%
75
1556
$1.89K ﹤0.01%
+55
1557
$1.89K ﹤0.01%
172
1558
$1.89K ﹤0.01%
+11
1559
$1.89K ﹤0.01%
+8
1560
$1.89K ﹤0.01%
+20
1561
$1.87K ﹤0.01%
+22
1562
$1.84K ﹤0.01%
+12
1563
$1.83K ﹤0.01%
+51
1564
$1.82K ﹤0.01%
23
1565
$1.81K ﹤0.01%
+68
1566
$1.8K ﹤0.01%
+21
1567
$1.8K ﹤0.01%
51
-371
1568
$1.77K ﹤0.01%
100
1569
$1.76K ﹤0.01%
+15
1570
$1.76K ﹤0.01%
+102
1571
$1.75K ﹤0.01%
+22
1572
$1.74K ﹤0.01%
41
-81
1573
$1.74K ﹤0.01%
+9
1574
$1.71K ﹤0.01%
+21
1575
$1.71K ﹤0.01%
+8
61 62
63
64 65