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
776
$68K ﹤0.01%
1,219
-2,220
777
$68K ﹤0.01%
3,231
778
$68K ﹤0.01%
1,000
779
$66K ﹤0.01%
400
780
$66K ﹤0.01%
485
781
$65K ﹤0.01%
24,128
-4,492
782
$65K ﹤0.01%
3,765
783
$65K ﹤0.01%
2,100
-10,625
784
$64K ﹤0.01%
600
785
$64K ﹤0.01%
1,905
786
$64K ﹤0.01%
2,317
+40
787
$64K ﹤0.01%
1,310
-1,615
788
$64K ﹤0.01%
839
789
$63K ﹤0.01%
10,477
-14,362
790
$63K ﹤0.01%
948
791
$63K ﹤0.01%
1,860
-210
792
$63K ﹤0.01%
1,305
-725
793
$62K ﹤0.01%
1,088
794
$62K ﹤0.01%
4,929
795
$61K ﹤0.01%
504
+6
796
$61K ﹤0.01%
614
797
$61K ﹤0.01%
1,591
798
$60K ﹤0.01%
7,394
-1,945
799
$60K ﹤0.01%
1,170
800
$60K ﹤0.01%
2,461
-285
30 31
32
33 34