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
$6.31B
AUM Growth
-$527M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,211
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.1M
3
+$10.5M
4
CME icon
CME Group
CME
+$10M
5
GD icon
General Dynamics
GD
+$9.59M

Top Sells

1
+$188M
2
+$121M
3
+$70.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$61.3M
5
TJX icon
TJX Companies
TJX
+$57.7M

Sector Composition

1 Financials 20.54%
2 Technology 16.85%
3 Healthcare 8.03%
4 Consumer Discretionary 7.72%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$502 ﹤0.01%
+46
1977
$502 ﹤0.01%
+10
1978
$501 ﹤0.01%
+16
1979
$499 ﹤0.01%
+48
1980
$497 ﹤0.01%
42
1981
$497 ﹤0.01%
+18
1982
$496 ﹤0.01%
+15
1983
$489 ﹤0.01%
100
1984
$488 ﹤0.01%
+26
1985
$488 ﹤0.01%
+29
1986
$487 ﹤0.01%
+22
1987
$484 ﹤0.01%
100
1988
$482 ﹤0.01%
11
1989
$481 ﹤0.01%
100
1990
$474 ﹤0.01%
+8
1991
$473 ﹤0.01%
32
1992
$471 ﹤0.01%
+64
1993
$470 ﹤0.01%
+4
1994
$469 ﹤0.01%
+30
1995
$466 ﹤0.01%
+46
1996
$464 ﹤0.01%
+4
1997
$461 ﹤0.01%
+6
1998
$460 ﹤0.01%
+16
1999
$457 ﹤0.01%
+8
2000
$457 ﹤0.01%
+189
78 79
80
81 82