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
1576
$1.7K ﹤0.01%
+29
1577
$1.7K ﹤0.01%
+44
1578
$1.68K ﹤0.01%
94
+44
1579
$1.68K ﹤0.01%
+16
1580
$1.67K ﹤0.01%
+22
1581
$1.67K ﹤0.01%
+22
1582
$1.67K ﹤0.01%
+18
1583
$1.66K ﹤0.01%
+15
1584
$1.66K ﹤0.01%
+49
1585
$1.65K ﹤0.01%
+66
1586
$1.64K ﹤0.01%
58
-339
1587
$1.64K ﹤0.01%
+26
1588
$1.63K ﹤0.01%
+22
1589
$1.62K ﹤0.01%
+93
1590
$1.61K ﹤0.01%
+11
1591
$1.61K ﹤0.01%
+28
1592
$1.61K ﹤0.01%
+30
1593
$1.6K ﹤0.01%
+98
1594
$1.6K ﹤0.01%
61
+11
1595
$1.6K ﹤0.01%
+4
1596
$1.6K ﹤0.01%
+22
1597
$1.59K ﹤0.01%
+8
1598
$1.58K ﹤0.01%
+6
1599
$1.57K ﹤0.01%
+14
1600
$1.57K ﹤0.01%
+126
62 63
64
65 66