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
1601
$6K ﹤0.01%
+70
1602
$6K ﹤0.01%
+106
1603
$6K ﹤0.01%
+841
1604
$6K ﹤0.01%
+11
1605
$6K ﹤0.01%
+198
1606
$6K ﹤0.01%
+600
1607
$6K ﹤0.01%
+500
1608
$6K ﹤0.01%
+274
1609
$6K ﹤0.01%
+500
1610
$6K ﹤0.01%
+214
1611
$5K ﹤0.01%
+500
1612
$5K ﹤0.01%
+7
1613
$5K ﹤0.01%
+314
1614
$5K ﹤0.01%
+587
1615
$5K ﹤0.01%
+207
1616
$5K ﹤0.01%
+30
1617
$5K ﹤0.01%
+320
1618
$5K ﹤0.01%
+72
1619
$5K ﹤0.01%
+54
1620
$5K ﹤0.01%
+68
1621
$5K ﹤0.01%
+323
1622
$5K ﹤0.01%
+300
1623
$5K ﹤0.01%
+100
1624
$5K ﹤0.01%
+100
1625
$5K ﹤0.01%
+98