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%
873
1227
$12K ﹤0.01%
700
1228
$12K ﹤0.01%
40
1229
$12K ﹤0.01%
227
+45
1230
$12K ﹤0.01%
160
1231
$12K ﹤0.01%
417
1232
$12K ﹤0.01%
180
-4
1233
$12K ﹤0.01%
83
-11
1234
$12K ﹤0.01%
1,050
1235
$12K ﹤0.01%
+724
1236
$12K ﹤0.01%
294
1237
$12K ﹤0.01%
473
-29
1238
$12K ﹤0.01%
91
1239
$12K ﹤0.01%
189
+27
1240
$12K ﹤0.01%
+2,232
1241
$12K ﹤0.01%
143
1242
$12K ﹤0.01%
200
1243
$12K ﹤0.01%
297
1244
$12K ﹤0.01%
528
1245
$12K ﹤0.01%
132
1246
$12K ﹤0.01%
378
-29
1247
$12K ﹤0.01%
200
-146
1248
$12K ﹤0.01%
30
1249
$12K ﹤0.01%
316
1250
$12K ﹤0.01%
51
-5
48 49
50
51 52