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
1226
$12K ﹤0.01%
148
-40
1227
$12K ﹤0.01%
469
1228
$12K ﹤0.01%
700
1229
$12K ﹤0.01%
40
1230
$12K ﹤0.01%
227
+45
1231
$12K ﹤0.01%
160
1232
$12K ﹤0.01%
417
1233
$12K ﹤0.01%
180
-4
1234
$12K ﹤0.01%
91
1235
$12K ﹤0.01%
189
+27
1236
$12K ﹤0.01%
+2,232
1237
$12K ﹤0.01%
528
1238
$12K ﹤0.01%
132
1239
$12K ﹤0.01%
378
-29
1240
$12K ﹤0.01%
200
-146
1241
$12K ﹤0.01%
30
1242
$12K ﹤0.01%
354
-12,191
1243
$12K ﹤0.01%
316
1244
$12K ﹤0.01%
51
-5
1245
$12K ﹤0.01%
1,035
1246
$12K ﹤0.01%
+1,187
1247
$12K ﹤0.01%
144
-21
1248
$12K ﹤0.01%
3,978
1249
$12K ﹤0.01%
83
-11
1250
$12K ﹤0.01%
1,050
48 49
50
51 52