UB

UMB Bank Portfolio holdings

AUM $6.8B
1-Year Est. Return 21.11%
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.33B
AUM Growth
+$396M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,894
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$16.9M
3
+$16.2M
4
BA icon
Boeing
BA
+$14M
5
J icon
Jacobs Solutions
J
+$11.1M

Top Sells

1
+$18.3M
2
+$14.8M
3
+$9.04M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.8M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.81M

Sector Composition

1 Financials 23.67%
2 Technology 11.24%
3 Healthcare 11.09%
4 Industrials 7.39%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$707K 0.01%
6,086
-6,537
377
$707K 0.01%
3,006
-781
378
$703K 0.01%
1,865
+206
379
$703K 0.01%
59,773
380
$698K 0.01%
8,508
-9,661
381
$676K 0.01%
16,386
-382
382
$668K 0.01%
14,684
383
$666K 0.01%
26,939
384
$665K 0.01%
38,126
-1,055
385
$654K 0.01%
47,072
386
$652K 0.01%
8,545
+175
387
$652K 0.01%
14,322
388
$649K 0.01%
4,837
-11
389
$640K 0.01%
3,739
-5,707
390
$638K 0.01%
17,901
391
$635K 0.01%
5,288
392
$632K 0.01%
2,611
-256
393
$625K 0.01%
12,444
394
$612K 0.01%
8,193
-228
395
$605K 0.01%
7,800
396
$605K 0.01%
13,429
-2,029
397
$593K 0.01%
6,695
-575
398
$581K 0.01%
26,397
399
$578K 0.01%
9,428
+202
400
$567K 0.01%
3,174
14 15
16
17 18