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
1651
$5K ﹤0.01%
+314
1652
$5K ﹤0.01%
+333
1653
$4K ﹤0.01%
+66
1654
$4K ﹤0.01%
+175
1655
$4K ﹤0.01%
+378
1656
$4K ﹤0.01%
+60
1657
$4K ﹤0.01%
+59
1658
$4K ﹤0.01%
+109
1659
$4K ﹤0.01%
+17
1660
$4K ﹤0.01%
+171
1661
$4K ﹤0.01%
+52
1662
$4K ﹤0.01%
+70
1663
$4K ﹤0.01%
+1,000
1664
$4K ﹤0.01%
+500
1665
$4K ﹤0.01%
+100
1666
$4K ﹤0.01%
+19
1667
$4K ﹤0.01%
+92
1668
$4K ﹤0.01%
+63
1669
$4K ﹤0.01%
+100
1670
$4K ﹤0.01%
+228
1671
$4K ﹤0.01%
+20
1672
$4K ﹤0.01%
+121
1673
$4K ﹤0.01%
+96
1674
$4K ﹤0.01%
+14
1675
$4K ﹤0.01%
+100
65 66
67
68 69