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
1751
$3K ﹤0.01%
+542
1752
$3K ﹤0.01%
+43
1753
$3K ﹤0.01%
+23
1754
$3K ﹤0.01%
+72
1755
$3K ﹤0.01%
+112
1756
$3K ﹤0.01%
+32
1757
$3K ﹤0.01%
+28
1758
$3K ﹤0.01%
+89
1759
$3K ﹤0.01%
+18
1760
$3K ﹤0.01%
+100
1761
$3K ﹤0.01%
+22
1762
$3K ﹤0.01%
+56
1763
$3K ﹤0.01%
+115
1764
$3K ﹤0.01%
+94
1765
$2K ﹤0.01%
+41
1766
$2K ﹤0.01%
+54
1767
$2K ﹤0.01%
+23
1768
$2K ﹤0.01%
+320
1769
$2K ﹤0.01%
+22
1770
$2K ﹤0.01%
+76
1771
$2K ﹤0.01%
+61
1772
$2K ﹤0.01%
+100
1773
$2K ﹤0.01%
+105
1774
$2K ﹤0.01%
+653
1775
$2K ﹤0.01%
+6
69 70
71
72 73