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
951
$34K ﹤0.01%
841
-46
952
$34K ﹤0.01%
199
+5
953
$34K ﹤0.01%
498
-156
954
$33K ﹤0.01%
333
955
$33K ﹤0.01%
404
-73
956
$33K ﹤0.01%
837
-60
957
$33K ﹤0.01%
584
958
$33K ﹤0.01%
+114
959
$33K ﹤0.01%
1,639
960
$33K ﹤0.01%
362
-2,350
961
$33K ﹤0.01%
1,403
-250
962
$33K ﹤0.01%
796
963
$33K ﹤0.01%
1,000
964
$32K ﹤0.01%
2,426
965
$32K ﹤0.01%
379
-14
966
$32K ﹤0.01%
1,209
-264
967
$32K ﹤0.01%
450
968
$32K ﹤0.01%
371
969
$32K ﹤0.01%
+819
970
$31K ﹤0.01%
1,199
971
$31K ﹤0.01%
663
972
$31K ﹤0.01%
400
973
$31K ﹤0.01%
294
-780
974
$31K ﹤0.01%
1,292
-810
975
$30K ﹤0.01%
1,165
-204
37 38
39
40 41