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
976
$53K ﹤0.01%
+7,774
977
$53K ﹤0.01%
+408
978
$53K ﹤0.01%
+1,221
979
$52K ﹤0.01%
+1,194
980
$52K ﹤0.01%
+1,406
981
$52K ﹤0.01%
+2,827
982
$52K ﹤0.01%
+1,379
983
$52K ﹤0.01%
+3,729
984
$52K ﹤0.01%
+3,400
985
$52K ﹤0.01%
+1,732
986
$52K ﹤0.01%
+844
987
$52K ﹤0.01%
+666
988
$51K ﹤0.01%
+3,058
989
$51K ﹤0.01%
+542
990
$51K ﹤0.01%
+512
991
$51K ﹤0.01%
+2,067
992
$50K ﹤0.01%
+2,821
993
$50K ﹤0.01%
+160
994
$50K ﹤0.01%
+1,384
995
$50K ﹤0.01%
+3,000
996
$50K ﹤0.01%
+823
997
$50K ﹤0.01%
+2,989
998
$50K ﹤0.01%
+361
999
$49K ﹤0.01%
+693
1000
$49K ﹤0.01%
+3,146
38 39
40
41 42