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
1776
$2K ﹤0.01%
+34
1777
$2K ﹤0.01%
+110
1778
$2K ﹤0.01%
+61
1779
$2K ﹤0.01%
+77
1780
$2K ﹤0.01%
+27
1781
$2K ﹤0.01%
+68
1782
$2K ﹤0.01%
+46
1783
$2K ﹤0.01%
+78
1784
$2K ﹤0.01%
+141
1785
$2K ﹤0.01%
+100
1786
$2K ﹤0.01%
+17
1787
$2K ﹤0.01%
+200
1788
$2K ﹤0.01%
+1,006
1789
$2K ﹤0.01%
+192
1790
$2K ﹤0.01%
+11
1791
$2K ﹤0.01%
+46
1792
$2K ﹤0.01%
+200
1793
$2K ﹤0.01%
+16
1794
$2K ﹤0.01%
+21
1795
$2K ﹤0.01%
+16
1796
$2K ﹤0.01%
+162
1797
$2K ﹤0.01%
+60
1798
$2K ﹤0.01%
+23
1799
$2K ﹤0.01%
+36
1800
$2K ﹤0.01%
+18
70 71
72
73 74