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
1676
$4K ﹤0.01%
+142
1677
$4K ﹤0.01%
+96
1678
$4K ﹤0.01%
+55
1679
$4K ﹤0.01%
+96
1680
$4K ﹤0.01%
+38
1681
$4K ﹤0.01%
+1,000
1682
$4K ﹤0.01%
+51
1683
$4K ﹤0.01%
+35
1684
$4K ﹤0.01%
+81
1685
$4K ﹤0.01%
+77
1686
$4K ﹤0.01%
+80
1687
$4K ﹤0.01%
+106
1688
$4K ﹤0.01%
+249
1689
$4K ﹤0.01%
+142
1690
$4K ﹤0.01%
+51
1691
$4K ﹤0.01%
+86
1692
$4K ﹤0.01%
+49
1693
$4K ﹤0.01%
+139
1694
$4K ﹤0.01%
+121
1695
$4K ﹤0.01%
+57
1696
$4K ﹤0.01%
+218
1697
$4K ﹤0.01%
+68
1698
$4K ﹤0.01%
+43
1699
$4K ﹤0.01%
+99
1700
$4K ﹤0.01%
+14
66 67
68
69 70