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
1726
$3K ﹤0.01%
+37
1727
$3K ﹤0.01%
+64
1728
$3K ﹤0.01%
+550
1729
$3K ﹤0.01%
+17
1730
$3K ﹤0.01%
+542
1731
$3K ﹤0.01%
+43
1732
$3K ﹤0.01%
+62
1733
$3K ﹤0.01%
+1,000
1734
$3K ﹤0.01%
+14
1735
$3K ﹤0.01%
+33
1736
$3K ﹤0.01%
+65
1737
$3K ﹤0.01%
+11
1738
$3K ﹤0.01%
+4,267
1739
$3K ﹤0.01%
+43
1740
$3K ﹤0.01%
+19
1741
$3K ﹤0.01%
+22
1742
$3K ﹤0.01%
+36
1743
$3K ﹤0.01%
+220
1744
$3K ﹤0.01%
+77
1745
$3K ﹤0.01%
+57
1746
$3K ﹤0.01%
+56
1747
$3K ﹤0.01%
+115
1748
$3K ﹤0.01%
+94
1749
$3K ﹤0.01%
+105
1750
$3K ﹤0.01%
+16
68 69
70
71 72