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
1626
$1.48K ﹤0.01%
+8
1627
$1.47K ﹤0.01%
+11
1628
$1.47K ﹤0.01%
68
+67
1629
$1.47K ﹤0.01%
100
1630
$1.47K ﹤0.01%
+17
1631
$1.47K ﹤0.01%
+105
1632
$1.46K ﹤0.01%
+22
1633
$1.46K ﹤0.01%
+24
1634
$1.45K ﹤0.01%
+20
1635
$1.45K ﹤0.01%
+55
1636
$1.44K ﹤0.01%
60
1637
$1.44K ﹤0.01%
+29
1638
$1.44K ﹤0.01%
+41
1639
$1.43K ﹤0.01%
+17
1640
$1.43K ﹤0.01%
+10
1641
$1.42K ﹤0.01%
+17
1642
$1.42K ﹤0.01%
+27
1643
$1.42K ﹤0.01%
+44
1644
$1.42K ﹤0.01%
+22
1645
$1.42K ﹤0.01%
+50
1646
$1.42K ﹤0.01%
+18
1647
$1.42K ﹤0.01%
75
1648
$1.42K ﹤0.01%
+220
1649
$1.41K ﹤0.01%
+71
1650
$1.41K ﹤0.01%
+8
64 65
66
67 68