UB

UMB Bank Portfolio holdings

AUM $7.52B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
+$317M
2
+$176M
3
+$109M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$105M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$81.4M

Top Sells

1
+$18.7M
2
+$10.4M
3
+$8.75M
4
T icon
AT&T
T
+$5.73M
5
PYPL icon
PayPal
PYPL
+$5.69M

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
926
$62K ﹤0.01%
+1,074
927
$62K ﹤0.01%
+1,074
928
$61K ﹤0.01%
+415
929
$61K ﹤0.01%
+433
930
$61K ﹤0.01%
+1,051
931
$61K ﹤0.01%
+1,169
932
$61K ﹤0.01%
+1,479
933
$60K ﹤0.01%
+916
934
$60K ﹤0.01%
+400
935
$60K ﹤0.01%
+404
936
$60K ﹤0.01%
+4,689
937
$60K ﹤0.01%
+176
938
$60K ﹤0.01%
+1,765
939
$60K ﹤0.01%
+898
940
$59K ﹤0.01%
+70
941
$59K ﹤0.01%
+222
942
$59K ﹤0.01%
+760
943
$59K ﹤0.01%
+5,135
944
$59K ﹤0.01%
+1,408
945
$59K ﹤0.01%
+352
946
$59K ﹤0.01%
+2,700
947
$59K ﹤0.01%
+910
948
$59K ﹤0.01%
+1,144
949
$58K ﹤0.01%
+1,116
950
$58K ﹤0.01%
+3,300
36 37
38
39 40