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
976
$30K ﹤0.01%
2,875
977
$30K ﹤0.01%
1,395
-96
978
$30K ﹤0.01%
750
-1,144
979
$30K ﹤0.01%
490
+141
980
$30K ﹤0.01%
3,062
+1,200
981
$30K ﹤0.01%
569
982
$30K ﹤0.01%
576
-159
983
$30K ﹤0.01%
1,200
984
$29K ﹤0.01%
628
-8
985
$29K ﹤0.01%
1,852
986
$29K ﹤0.01%
1,200
987
$29K ﹤0.01%
2,533
988
$29K ﹤0.01%
1,323
989
$29K ﹤0.01%
1,200
990
$29K ﹤0.01%
3,650
991
$28K ﹤0.01%
605
-25
992
$28K ﹤0.01%
437
-43
993
$28K ﹤0.01%
330
994
$28K ﹤0.01%
1,695
995
$28K ﹤0.01%
693
+91
996
$28K ﹤0.01%
+962
997
$28K ﹤0.01%
6,171
998
$28K ﹤0.01%
828
-8
999
$28K ﹤0.01%
250
1000
$27K ﹤0.01%
403
+88
38 39
40
41 42