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
926
$37K ﹤0.01%
527
927
$37K ﹤0.01%
2,185
-1,569
928
$37K ﹤0.01%
558
929
$37K ﹤0.01%
8
+5
930
$37K ﹤0.01%
78
+53
931
$37K ﹤0.01%
724
+389
932
$37K ﹤0.01%
656
-104
933
$37K ﹤0.01%
3,724
934
$36K ﹤0.01%
470
-37
935
$36K ﹤0.01%
941
936
$36K ﹤0.01%
525
+367
937
$36K ﹤0.01%
1,621
938
$36K ﹤0.01%
779
-165
939
$35K ﹤0.01%
1,886
940
$35K ﹤0.01%
281
-3,838
941
$35K ﹤0.01%
1,173
942
$35K ﹤0.01%
1,017
-56
943
$35K ﹤0.01%
+3,741
944
$34K ﹤0.01%
66
945
$34K ﹤0.01%
295
946
$34K ﹤0.01%
703
+209
947
$34K ﹤0.01%
456
-4
948
$34K ﹤0.01%
390
949
$34K ﹤0.01%
875
-19
950
$34K ﹤0.01%
691
36 37
38
39 40