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
1901
$1K ﹤0.01%
+6
1902
$1K ﹤0.01%
+288
1903
$1K ﹤0.01%
+718
1904
$1K ﹤0.01%
+27
1905
$1K ﹤0.01%
+23
1906
$1K ﹤0.01%
+35
1907
$1K ﹤0.01%
+38
1908
$1K ﹤0.01%
+100
1909
$1K ﹤0.01%
+54
1910
$1K ﹤0.01%
+5
1911
$1K ﹤0.01%
+4
1912
$1K ﹤0.01%
+141
1913
$1K ﹤0.01%
+41
1914
$1K ﹤0.01%
+35
1915
$1K ﹤0.01%
+22
1916
$1K ﹤0.01%
+100
1917
$1K ﹤0.01%
+64
1918
$1K ﹤0.01%
+10
1919
$1K ﹤0.01%
+14
1920
$1K ﹤0.01%
+7
1921
$1K ﹤0.01%
+51
1922
$1K ﹤0.01%
+17
1923
$1K ﹤0.01%
+50
1924
$1K ﹤0.01%
+24
1925
$1K ﹤0.01%
+16
75 76
77
78 79