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
1501
$8K ﹤0.01%
+741
1502
$8K ﹤0.01%
+45
1503
$8K ﹤0.01%
+126
1504
$8K ﹤0.01%
+261
1505
$8K ﹤0.01%
+234
1506
$8K ﹤0.01%
+1,097
1507
$8K ﹤0.01%
+334
1508
$8K ﹤0.01%
+111
1509
$8K ﹤0.01%
+363
1510
$8K ﹤0.01%
+831
1511
$8K ﹤0.01%
+370
1512
$8K ﹤0.01%
+1,278
1513
$8K ﹤0.01%
+528
1514
$8K ﹤0.01%
+1,000
1515
$8K ﹤0.01%
+373
1516
$8K ﹤0.01%
+236
1517
$8K ﹤0.01%
+172
1518
$7K ﹤0.01%
+56
1519
$7K ﹤0.01%
+151
1520
$7K ﹤0.01%
+136
1521
$7K ﹤0.01%
+337
1522
$7K ﹤0.01%
+66
1523
$7K ﹤0.01%
+21
1524
$7K ﹤0.01%
+200
1525
$7K ﹤0.01%
+473