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
1926
$1K ﹤0.01%
+1,000
1927
$1K ﹤0.01%
+18
1928
$1K ﹤0.01%
+47
1929
$1K ﹤0.01%
+24
1930
$1K ﹤0.01%
+62
1931
$1K ﹤0.01%
+41
1932
$1K ﹤0.01%
+30
1933
$1K ﹤0.01%
+55
1934
$1K ﹤0.01%
+13
1935
$1K ﹤0.01%
+26
1936
$1K ﹤0.01%
+150
1937
$1K ﹤0.01%
+10
1938
$1K ﹤0.01%
+51
1939
$1K ﹤0.01%
+69
1940
$1K ﹤0.01%
+23
1941
$1K ﹤0.01%
+31
1942
$1K ﹤0.01%
+26
1943
$1K ﹤0.01%
+30
1944
$1K ﹤0.01%
+79
1945
$1K ﹤0.01%
+11
1946
$1K ﹤0.01%
+26
1947
$1K ﹤0.01%
+100
1948
$1K ﹤0.01%
+19
1949
$1K ﹤0.01%
+28
1950
$1K ﹤0.01%
+24
76 77
78
79 80