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
1726
$3K ﹤0.01%
+37
1727
$3K ﹤0.01%
+64
1728
$3K ﹤0.01%
+550
1729
$3K ﹤0.01%
+17
1730
$3K ﹤0.01%
+542
1731
$3K ﹤0.01%
+43
1732
$3K ﹤0.01%
+62
1733
$3K ﹤0.01%
+1,000
1734
$3K ﹤0.01%
+14
1735
$3K ﹤0.01%
+33
1736
$3K ﹤0.01%
+65
1737
$3K ﹤0.01%
+11
1738
$3K ﹤0.01%
+4,267
1739
$3K ﹤0.01%
+43
1740
$3K ﹤0.01%
+19
1741
$3K ﹤0.01%
+22
1742
$3K ﹤0.01%
+36
1743
$3K ﹤0.01%
+220
1744
$3K ﹤0.01%
+77
1745
$3K ﹤0.01%
+57
1746
$3K ﹤0.01%
+56
1747
$3K ﹤0.01%
+115
1748
$3K ﹤0.01%
+94
1749
$3K ﹤0.01%
+105
1750
$3K ﹤0.01%
+16
68 69
70
71 72