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
826
$55K ﹤0.01%
843
827
$55K ﹤0.01%
512
828
$55K ﹤0.01%
534
-366
829
$53K ﹤0.01%
973
+53
830
$53K ﹤0.01%
776
831
$53K ﹤0.01%
898
832
$53K ﹤0.01%
1,247
833
$52K ﹤0.01%
4,673
834
$52K ﹤0.01%
885
835
$52K ﹤0.01%
854
836
$52K ﹤0.01%
529
837
$51K ﹤0.01%
3,548
838
$51K ﹤0.01%
589
-295
839
$51K ﹤0.01%
111
-225
840
$51K ﹤0.01%
977
-553
841
$51K ﹤0.01%
1,041
842
$51K ﹤0.01%
1,252
843
$50K ﹤0.01%
1,648
-468
844
$50K ﹤0.01%
1,899
-66
845
$50K ﹤0.01%
3,682
846
$50K ﹤0.01%
8,740
-2,108
847
$50K ﹤0.01%
152
848
$50K ﹤0.01%
584
-223
849
$49K ﹤0.01%
+7,970
850
$49K ﹤0.01%
416
32 33
34
35 36