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
1901
$1K ﹤0.01%
+129
1902
$1K ﹤0.01%
+10
1903
$1K ﹤0.01%
+13
1904
$1K ﹤0.01%
+8
1905
$1K ﹤0.01%
+30
1906
$1K ﹤0.01%
+42
1907
$1K ﹤0.01%
+41
1908
$1K ﹤0.01%
+9
1909
$1K ﹤0.01%
+49
1910
$1K ﹤0.01%
+40
1911
$1K ﹤0.01%
+152
1912
$1K ﹤0.01%
+6
1913
$1K ﹤0.01%
+288
1914
$1K ﹤0.01%
+718
1915
$1K ﹤0.01%
+27
1916
$1K ﹤0.01%
+23
1917
$1K ﹤0.01%
+35
1918
$1K ﹤0.01%
+38
1919
$1K ﹤0.01%
+100
1920
$1K ﹤0.01%
+54
1921
$1K ﹤0.01%
+5
1922
$1K ﹤0.01%
+4
1923
$1K ﹤0.01%
+141
1924
$1K ﹤0.01%
+41
1925
$1K ﹤0.01%
+35
75 76
77
78 79