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
876
$44K ﹤0.01%
1,900
877
$44K ﹤0.01%
649
-43
878
$44K ﹤0.01%
407
-34
879
$44K ﹤0.01%
1,580
880
$44K ﹤0.01%
609
+409
881
$44K ﹤0.01%
1,074
882
$44K ﹤0.01%
4,825
883
$43K ﹤0.01%
739
-26
884
$43K ﹤0.01%
544
-45
885
$43K ﹤0.01%
1,394
-20
886
$43K ﹤0.01%
882
-788
887
$42K ﹤0.01%
2,000
888
$42K ﹤0.01%
4,253
+2,305
889
$42K ﹤0.01%
856
890
$42K ﹤0.01%
603
+99
891
$42K ﹤0.01%
3,476
+1,584
892
$42K ﹤0.01%
500
893
$42K ﹤0.01%
327
894
$41K ﹤0.01%
1,856
+1,625
895
$41K ﹤0.01%
3,515
+1,576
896
$41K ﹤0.01%
224
-14
897
$41K ﹤0.01%
704
-260
898
$41K ﹤0.01%
3,427
+1,502
899
$41K ﹤0.01%
2,800
900
$41K ﹤0.01%
600
34 35
36
37 38