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
1601
$6K ﹤0.01%
+500
1602
$6K ﹤0.01%
+274
1603
$6K ﹤0.01%
+500
1604
$6K ﹤0.01%
+214
1605
$6K ﹤0.01%
+251
1606
$6K ﹤0.01%
+150
1607
$6K ﹤0.01%
+166
1608
$6K ﹤0.01%
+100
1609
$6K ﹤0.01%
+55
1610
$6K ﹤0.01%
+600
1611
$5K ﹤0.01%
+587
1612
$5K ﹤0.01%
+207
1613
$5K ﹤0.01%
+30
1614
$5K ﹤0.01%
+320
1615
$5K ﹤0.01%
+72
1616
$5K ﹤0.01%
+54
1617
$5K ﹤0.01%
+68
1618
$5K ﹤0.01%
+323
1619
$5K ﹤0.01%
+300
1620
$5K ﹤0.01%
+500
1621
$5K ﹤0.01%
+100
1622
$5K ﹤0.01%
+100
1623
$5K ﹤0.01%
+98
1624
$5K ﹤0.01%
+337
1625
$5K ﹤0.01%
+440