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
1151
$16K ﹤0.01%
146
-13
1152
$16K ﹤0.01%
500
1153
$16K ﹤0.01%
1,852
+1,188
1154
$16K ﹤0.01%
41
-1,346
1155
$16K ﹤0.01%
672
1156
$16K ﹤0.01%
206
-131
1157
$16K ﹤0.01%
188
1158
$16K ﹤0.01%
1,579
+1,026
1159
$16K ﹤0.01%
+1,504
1160
$16K ﹤0.01%
+1,528
1161
$16K ﹤0.01%
1,385
1162
$16K ﹤0.01%
483
1163
$16K ﹤0.01%
233
-143
1164
$16K ﹤0.01%
401
1165
$16K ﹤0.01%
431
-29
1166
$16K ﹤0.01%
574
1167
$16K ﹤0.01%
1,648
+1,068
1168
$16K ﹤0.01%
78
1169
$16K ﹤0.01%
+1,572
1170
$16K ﹤0.01%
749
-1,361
1171
$15K ﹤0.01%
400
1172
$15K ﹤0.01%
+1,306
1173
$15K ﹤0.01%
723
-293
1174
$15K ﹤0.01%
1,758
+1,000
1175
$15K ﹤0.01%
400
45 46
47
48 49