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
751
$78K ﹤0.01%
380
752
$77K ﹤0.01%
560
-200
753
$76K ﹤0.01%
293
-270
754
$76K ﹤0.01%
1,700
+217
755
$75K ﹤0.01%
637
756
$75K ﹤0.01%
2,623
-12,100
757
$75K ﹤0.01%
+5,521
758
$74K ﹤0.01%
2,320
-390
759
$73K ﹤0.01%
2,919
-348
760
$73K ﹤0.01%
819
-103
761
$73K ﹤0.01%
1,125
762
$72K ﹤0.01%
3,530
763
$72K ﹤0.01%
845
764
$72K ﹤0.01%
1,903
-76
765
$72K ﹤0.01%
16,000
-3,000
766
$71K ﹤0.01%
2,654
+214
767
$71K ﹤0.01%
349
-647
768
$70K ﹤0.01%
1,025
-117
769
$70K ﹤0.01%
614
770
$70K ﹤0.01%
492
+142
771
$70K ﹤0.01%
5,049
-198
772
$69K ﹤0.01%
3,157
-1,209
773
$69K ﹤0.01%
+3,265
774
$69K ﹤0.01%
609
775
$68K ﹤0.01%
1,566
29 30
31
32 33