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
1976
$0 ﹤0.01%
+37
1977
$0 ﹤0.01%
+31
1978
– –
-9,003
1979
$0 ﹤0.01%
+1
1980
– –
-32,361
1981
$0 ﹤0.01%
+14
1982
$0 ﹤0.01%
+2
1983
$0 ﹤0.01%
+26
1984
$0 ﹤0.01%
+3
1985
$0 ﹤0.01%
+1
1986
$0 ﹤0.01%
+20
1987
$0 ﹤0.01%
+2
1988
$0 ﹤0.01%
+5
1989
$0 ﹤0.01%
+17
1990
– –
0
1991
$0 ﹤0.01%
+39
1992
$0 ﹤0.01%
+68
1993
$0 ﹤0.01%
+11
1994
– –
-9,856
1995
$0 ﹤0.01%
+1
1996
– –
-10,663
1997
$0 ﹤0.01%
+15
1998
$0 ﹤0.01%
+32
1999
$0 ﹤0.01%
+166
2000
$0 ﹤0.01%
+32
77 78 79
80
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