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
1951
$1K ﹤0.01%
+12
1952
$1K ﹤0.01%
+125
1953
$1K ﹤0.01%
+109
1954
$1K ﹤0.01%
+700
1955
$1K ﹤0.01%
+24
1956
$1K ﹤0.01%
+141
1957
$1K ﹤0.01%
+3
1958
$1K ﹤0.01%
+141
1959
$1K ﹤0.01%
+28
1960
$1K ﹤0.01%
+118
1961
$0 ﹤0.01%
+4
1962
– –
-33,402
1963
$0 ﹤0.01%
+9
1964
$0 ﹤0.01%
+89
1965
$0 ﹤0.01%
+16
1966
$0 ﹤0.01%
+70
1967
$0 ﹤0.01%
+2
1968
$0 ﹤0.01%
+40
1969
$0 ﹤0.01%
+2
1970
$0 ﹤0.01%
+30
1971
$0 ﹤0.01%
+6
1972
$0 ﹤0.01%
+18
1973
$0 ﹤0.01%
+11
1974
$0 ﹤0.01%
+4
1975
$0 ﹤0.01%
+2
77 78
79
80 81