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
1176
$15K ﹤0.01%
246
1177
$15K ﹤0.01%
250
1178
$15K ﹤0.01%
+1,379
1179
$15K ﹤0.01%
382
1180
$15K ﹤0.01%
183
-7
1181
$15K ﹤0.01%
900
1182
$15K ﹤0.01%
224
1183
$15K ﹤0.01%
263
1184
$15K ﹤0.01%
1,000
1185
$15K ﹤0.01%
612
-70
1186
$15K ﹤0.01%
334
1187
$15K ﹤0.01%
180
1188
$15K ﹤0.01%
211
1189
$15K ﹤0.01%
413
-86
1190
$15K ﹤0.01%
366
1191
$15K ﹤0.01%
+300
1192
$15K ﹤0.01%
435
+399
1193
$15K ﹤0.01%
136
-32
1194
$14K ﹤0.01%
100
+5
1195
$14K ﹤0.01%
252
+40
1196
$14K ﹤0.01%
89
1197
$14K ﹤0.01%
345
1198
$14K ﹤0.01%
2,200
1199
$14K ﹤0.01%
290
1200
$14K ﹤0.01%
481
-8
46 47
48
49 50