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
1676
$1.32K ﹤0.01%
+55
1677
$1.32K ﹤0.01%
+10
1678
$1.31K ﹤0.01%
+21
1679
$1.31K ﹤0.01%
+19
1680
$1.31K ﹤0.01%
+20
1681
$1.3K ﹤0.01%
+14
1682
$1.3K ﹤0.01%
77
1683
$1.29K ﹤0.01%
+9
1684
$1.29K ﹤0.01%
102
-73
1685
$1.29K ﹤0.01%
+8
1686
$1.28K ﹤0.01%
+62
1687
$1.28K ﹤0.01%
+161
1688
$1.28K ﹤0.01%
+65
1689
$1.28K ﹤0.01%
+17
1690
$1.27K ﹤0.01%
+26
1691
$1.27K ﹤0.01%
+15
1692
$1.27K ﹤0.01%
+52
1693
$1.26K ﹤0.01%
+25
1694
$1.25K ﹤0.01%
500
1695
$1.25K ﹤0.01%
84
-1,916
1696
$1.25K ﹤0.01%
21
1697
$1.25K ﹤0.01%
32
1698
$1.25K ﹤0.01%
+28
1699
$1.24K ﹤0.01%
+12
1700
$1.23K ﹤0.01%
+6
66 67
68
69 70