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
1926
$1K ﹤0.01%
+22
1927
$1K ﹤0.01%
+100
1928
$1K ﹤0.01%
+64
1929
$1K ﹤0.01%
+10
1930
$1K ﹤0.01%
+14
1931
$1K ﹤0.01%
+7
1932
$1K ﹤0.01%
+51
1933
$1K ﹤0.01%
+17
1934
$1K ﹤0.01%
+50
1935
$1K ﹤0.01%
+24
1936
$1K ﹤0.01%
+16
1937
$1K ﹤0.01%
+1,000
1938
$1K ﹤0.01%
+18
1939
$1K ﹤0.01%
+47
1940
$1K ﹤0.01%
+24
1941
$1K ﹤0.01%
+62
1942
$1K ﹤0.01%
+41
1943
$1K ﹤0.01%
+30
1944
$1K ﹤0.01%
+55
1945
$1K ﹤0.01%
+13
1946
$1K ﹤0.01%
+26
1947
$1K ﹤0.01%
+150
1948
$1K ﹤0.01%
+10
1949
$1K ﹤0.01%
+28
1950
$1K ﹤0.01%
+24