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
1201
$14K ﹤0.01%
120
1202
$14K ﹤0.01%
+1,368
1203
$14K ﹤0.01%
79
1204
$14K ﹤0.01%
2,190
1205
$14K ﹤0.01%
124
-790
1206
$13K ﹤0.01%
167
1207
$13K ﹤0.01%
1,630
1208
$13K ﹤0.01%
414
-40
1209
$13K ﹤0.01%
200
1210
$13K ﹤0.01%
+802
1211
$13K ﹤0.01%
118
-5
1212
$13K ﹤0.01%
267
+259
1213
$13K ﹤0.01%
232
1214
$13K ﹤0.01%
307
+237
1215
$13K ﹤0.01%
275
1216
$13K ﹤0.01%
325
-59
1217
$13K ﹤0.01%
333
1218
$13K ﹤0.01%
172
-10
1219
$13K ﹤0.01%
56
1220
$13K ﹤0.01%
389
-332
1221
$13K ﹤0.01%
358
-227
1222
$13K ﹤0.01%
1,980
1223
$13K ﹤0.01%
500
-1,785
1224
$13K ﹤0.01%
466
1225
$13K ﹤0.01%
+1,135
47 48
49
50 51