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
1276
$11K ﹤0.01%
407
-202
1277
$11K ﹤0.01%
100
1278
$11K ﹤0.01%
1,000
1279
$11K ﹤0.01%
277
-38
1280
$11K ﹤0.01%
158
-76
1281
$11K ﹤0.01%
595
1282
$11K ﹤0.01%
337
1283
$11K ﹤0.01%
+990
1284
$11K ﹤0.01%
749
-163
1285
$11K ﹤0.01%
227
1286
$11K ﹤0.01%
540
-77
1287
$11K ﹤0.01%
320
1288
$11K ﹤0.01%
268
-116
1289
$11K ﹤0.01%
100
1290
$10K ﹤0.01%
+548
1291
$10K ﹤0.01%
70
-17
1292
$10K ﹤0.01%
+278
1293
$10K ﹤0.01%
74
-58
1294
$10K ﹤0.01%
285
+29
1295
$10K ﹤0.01%
30
-96
1296
$10K ﹤0.01%
222
1297
$10K ﹤0.01%
427
1298
$10K ﹤0.01%
318
+252
1299
$10K ﹤0.01%
107
1300
$10K ﹤0.01%
575
50 51
52
53 54