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
851
$49K ﹤0.01%
465
852
$49K ﹤0.01%
974
853
$49K ﹤0.01%
+5,000
854
$49K ﹤0.01%
600
855
$49K ﹤0.01%
1,685
856
$48K ﹤0.01%
1,484
-484
857
$48K ﹤0.01%
867
858
$48K ﹤0.01%
860
859
$48K ﹤0.01%
1,502
860
$47K ﹤0.01%
460
-700
861
$47K ﹤0.01%
930
+209
862
$47K ﹤0.01%
1,972
-1,196
863
$46K ﹤0.01%
1,190
864
$46K ﹤0.01%
3,747
+795
865
$46K ﹤0.01%
1,314
866
$46K ﹤0.01%
600
+55
867
$46K ﹤0.01%
4,518
-53,135
868
$46K ﹤0.01%
535
-2,511
869
$46K ﹤0.01%
2,700
870
$45K ﹤0.01%
1,281
-148
871
$45K ﹤0.01%
+5,658
872
$45K ﹤0.01%
365
873
$45K ﹤0.01%
314
874
$45K ﹤0.01%
554
875
$44K ﹤0.01%
650
33 34
35
36 37