UB

UMB Bank Portfolio holdings

AUM $7.52B
1-Year Est. Return 20.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.27%
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
1451
$10K ﹤0.01%
+95
1452
$10K ﹤0.01%
+498
1453
$10K ﹤0.01%
+310
1454
$10K ﹤0.01%
+1,000
1455
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+142
1456
$9K ﹤0.01%
+471
1457
$9K ﹤0.01%
+100
1458
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+17
1459
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+138
1460
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+453
1461
$9K ﹤0.01%
+666
1462
$9K ﹤0.01%
+92
1463
$9K ﹤0.01%
+109
1464
$9K ﹤0.01%
+330
1465
$9K ﹤0.01%
+99
1466
$9K ﹤0.01%
+223
1467
$9K ﹤0.01%
+200
1468
$9K ﹤0.01%
+587
1469
$9K ﹤0.01%
+106
1470
$9K ﹤0.01%
+593
1471
$9K ﹤0.01%
+417
1472
$9K ﹤0.01%
+79
1473
$9K ﹤0.01%
+649
1474
$9K ﹤0.01%
+625
1475
$9K ﹤0.01%
+129