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
1826
$2K ﹤0.01%
+27
1827
$2K ﹤0.01%
+28
1828
$2K ﹤0.01%
+25
1829
$2K ﹤0.01%
+246
1830
$2K ﹤0.01%
+45
1831
$2K ﹤0.01%
+313
1832
$2K ﹤0.01%
+200
1833
$2K ﹤0.01%
+446
1834
$2K ﹤0.01%
+142
1835
$2K ﹤0.01%
+53
1836
$2K ﹤0.01%
+32
1837
$2K ﹤0.01%
+34
1838
$2K ﹤0.01%
+189
1839
$2K ﹤0.01%
+21
1840
$2K ﹤0.01%
+1,000
1841
$2K ﹤0.01%
+23
1842
$2K ﹤0.01%
+82
1843
$2K ﹤0.01%
+53
1844
$2K ﹤0.01%
+5
1845
$2K ﹤0.01%
+114
1846
$2K ﹤0.01%
+199
1847
$2K ﹤0.01%
+51
1848
$2K ﹤0.01%
+13
1849
$2K ﹤0.01%
+18
1850
$2K ﹤0.01%
+75
72 73
74
75 76