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
1701
$4K ﹤0.01%
+74
1702
$4K ﹤0.01%
+256
1703
$4K ﹤0.01%
+225
1704
$4K ﹤0.01%
+148
1705
$4K ﹤0.01%
+157
1706
$4K ﹤0.01%
+117
1707
$4K ﹤0.01%
+432
1708
$4K ﹤0.01%
+87
1709
$4K ﹤0.01%
+3,000
1710
$4K ﹤0.01%
+1,000
1711
$4K ﹤0.01%
+45
1712
$4K ﹤0.01%
+85
1713
$3K ﹤0.01%
+59
1714
$3K ﹤0.01%
+23
1715
$3K ﹤0.01%
+200
1716
$3K ﹤0.01%
+25
1717
$3K ﹤0.01%
+200
1718
$3K ﹤0.01%
+72
1719
$3K ﹤0.01%
+112
1720
$3K ﹤0.01%
+32
1721
$3K ﹤0.01%
+28
1722
$3K ﹤0.01%
+89
1723
$3K ﹤0.01%
+130
1724
$3K ﹤0.01%
+18
1725
$3K ﹤0.01%
+100
67 68
69
70 71