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
1801
$2K ﹤0.01%
+19
1802
$2K ﹤0.01%
+164
1803
$2K ﹤0.01%
+71
1804
$2K ﹤0.01%
+69
1805
$2K ﹤0.01%
+112
1806
$2K ﹤0.01%
+195
1807
$2K ﹤0.01%
+89
1808
$2K ﹤0.01%
+400
1809
$2K ﹤0.01%
+65
1810
$2K ﹤0.01%
+120
1811
$2K ﹤0.01%
+271
1812
$2K ﹤0.01%
+11
1813
$2K ﹤0.01%
+12
1814
$2K ﹤0.01%
+24
1815
$2K ﹤0.01%
+119
1816
$2K ﹤0.01%
+169
1817
$2K ﹤0.01%
+42
1818
$2K ﹤0.01%
+59
1819
$2K ﹤0.01%
+242
1820
$2K ﹤0.01%
+100
1821
$2K ﹤0.01%
+138
1822
$2K ﹤0.01%
+74
1823
$2K ﹤0.01%
+51
1824
$2K ﹤0.01%
+6
1825
$2K ﹤0.01%
+40
71 72
73
74 75