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
1251
$21K ﹤0.01%
+208
1252
$21K ﹤0.01%
+1,426
1253
$21K ﹤0.01%
+900
1254
$21K ﹤0.01%
+71
1255
$21K ﹤0.01%
+1,700
1256
$21K ﹤0.01%
+269
1257
$21K ﹤0.01%
+237
1258
$21K ﹤0.01%
+103
1259
$21K ﹤0.01%
+928
1260
$21K ﹤0.01%
+2,190
1261
$21K ﹤0.01%
+143
1262
$20K ﹤0.01%
+84
1263
$20K ﹤0.01%
+302
1264
$20K ﹤0.01%
+1,615
1265
$20K ﹤0.01%
+950
1266
$20K ﹤0.01%
+176
1267
$20K ﹤0.01%
+216
1268
$20K ﹤0.01%
+103
1269
$20K ﹤0.01%
+7,771
1270
$20K ﹤0.01%
+141
1271
$20K ﹤0.01%
+454
1272
$20K ﹤0.01%
+1,000
1273
$20K ﹤0.01%
+951
1274
$19K ﹤0.01%
+388
1275
$19K ﹤0.01%
+179
49 50
51
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