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
426
$461K 0.01%
9,602
+3,115
427
$459K 0.01%
7,296
+931
428
$452K 0.01%
4,290
+1,582
429
$452K 0.01%
7,074
-309
430
$449K 0.01%
9,457
-62
431
$449K 0.01%
15,232
-28,056
432
$448K 0.01%
5,716
-116
433
$446K 0.01%
13,567
434
$442K 0.01%
3,610
-2,770
435
$442K 0.01%
6,419
436
$440K 0.01%
15,850
-2,350
437
$440K 0.01%
17,242
+605
438
$437K 0.01%
14,389
-2,491
439
$427K 0.01%
18,785
-2,350
440
$427K 0.01%
38,435
-1,146
441
$426K 0.01%
15,010
-25,027
442
$423K 0.01%
17,818
443
$422K 0.01%
1,750
-416
444
$419K 0.01%
6,395
-2,692
445
$418K 0.01%
4,063
-5,124
446
$418K 0.01%
10,076
-1,231
447
$418K 0.01%
12,051
-5,211
448
$418K 0.01%
1,264
449
$414K 0.01%
1,285
-198
450
$412K 0.01%
9,000
16 17
18
19 20