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
901
$41K ﹤0.01%
2,267
+1,200
902
$41K ﹤0.01%
1,720
903
$41K ﹤0.01%
458
904
$40K ﹤0.01%
+3,307
905
$40K ﹤0.01%
789
906
$40K ﹤0.01%
447
-2,231
907
$39K ﹤0.01%
340
908
$39K ﹤0.01%
+3,267
909
$39K ﹤0.01%
+3,534
910
$39K ﹤0.01%
+4,299
911
$39K ﹤0.01%
609
+100
912
$39K ﹤0.01%
671
-5,333
913
$39K ﹤0.01%
316
914
$38K ﹤0.01%
1,300
915
$38K ﹤0.01%
464
-87
916
$38K ﹤0.01%
409
917
$38K ﹤0.01%
1,354
-2,500
918
$38K ﹤0.01%
382
-214
919
$38K ﹤0.01%
506
-36
920
$38K ﹤0.01%
741
+34
921
$38K ﹤0.01%
713
922
$38K ﹤0.01%
1,034
923
$38K ﹤0.01%
1,612
924
$38K ﹤0.01%
329
925
$38K ﹤0.01%
5,998
+3,098
35 36
37
38 39