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
1651
$1.41K ﹤0.01%
+28
1652
$1.4K ﹤0.01%
+15
1653
$1.4K ﹤0.01%
+11
1654
$1.4K ﹤0.01%
51
1655
$1.39K ﹤0.01%
+4
1656
$1.38K ﹤0.01%
+42
1657
$1.38K ﹤0.01%
+41
1658
$1.38K ﹤0.01%
+9
1659
$1.37K ﹤0.01%
+71
1660
$1.37K ﹤0.01%
+56
1661
$1.37K ﹤0.01%
+30
1662
$1.37K ﹤0.01%
+22
1663
$1.36K ﹤0.01%
+28
1664
$1.36K ﹤0.01%
+68
1665
$1.36K ﹤0.01%
+19
1666
$1.36K ﹤0.01%
4,267
1667
$1.35K ﹤0.01%
376
1668
$1.35K ﹤0.01%
500
1669
$1.34K ﹤0.01%
+16
1670
$1.34K ﹤0.01%
+46
1671
$1.34K ﹤0.01%
+14
1672
$1.34K ﹤0.01%
45
1673
$1.33K ﹤0.01%
100
1674
$1.33K ﹤0.01%
+111
1675
$1.33K ﹤0.01%
+82
65 66
67
68 69