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
1701
$1.23K ﹤0.01%
+10
1702
$1.23K ﹤0.01%
+9
1703
$1.23K ﹤0.01%
+29
1704
$1.21K ﹤0.01%
+32
1705
$1.2K ﹤0.01%
+16
1706
$1.19K ﹤0.01%
+72
1707
$1.19K ﹤0.01%
+26
1708
$1.18K ﹤0.01%
+54
1709
$1.18K ﹤0.01%
+74
1710
$1.18K ﹤0.01%
+19
1711
$1.17K ﹤0.01%
+26
1712
$1.17K ﹤0.01%
+36
1713
$1.17K ﹤0.01%
+16
1714
$1.17K ﹤0.01%
+103
1715
$1.17K ﹤0.01%
+29
1716
$1.16K ﹤0.01%
+48
1717
$1.16K ﹤0.01%
+12
1718
$1.16K ﹤0.01%
+20
1719
$1.15K ﹤0.01%
+48
1720
$1.14K ﹤0.01%
+69
1721
$1.14K ﹤0.01%
+12
1722
$1.14K ﹤0.01%
+21
1723
$1.14K ﹤0.01%
+18
1724
$1.13K ﹤0.01%
+12
1725
$1.13K ﹤0.01%
152
-2,048
67 68
69
70 71