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
1726
$1.13K ﹤0.01%
+14
1727
$1.13K ﹤0.01%
+19
1728
$1.12K ﹤0.01%
+8
1729
$1.12K ﹤0.01%
11
+3
1730
$1.12K ﹤0.01%
10
-1,993
1731
$1.12K ﹤0.01%
+69
1732
$1.11K ﹤0.01%
+40
1733
$1.11K ﹤0.01%
+80
1734
$1.11K ﹤0.01%
+12
1735
$1.11K ﹤0.01%
40
-41
1736
$1.1K ﹤0.01%
+50
1737
$1.1K ﹤0.01%
+16
1738
$1.1K ﹤0.01%
+58
1739
$1.1K ﹤0.01%
+32
1740
$1.1K ﹤0.01%
+24
1741
$1.09K ﹤0.01%
+6
1742
$1.09K ﹤0.01%
+37
1743
$1.09K ﹤0.01%
55
-32
1744
$1.09K ﹤0.01%
+8
1745
$1.08K ﹤0.01%
+25
1746
$1.08K ﹤0.01%
7
1747
$1.08K ﹤0.01%
44
-555
1748
$1.07K ﹤0.01%
+13
1749
$1.07K ﹤0.01%
+10
1750
$1.07K ﹤0.01%
+11
68 69
70
71 72