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
1301
$10K ﹤0.01%
162
+15
1302
$10K ﹤0.01%
+153
1303
$10K ﹤0.01%
+175
1304
$10K ﹤0.01%
573
-500
1305
$10K ﹤0.01%
+610
1306
$10K ﹤0.01%
33
-63
1307
$10K ﹤0.01%
142
-785
1308
$10K ﹤0.01%
292
+77
1309
$10K ﹤0.01%
171
1310
$10K ﹤0.01%
69
1311
$10K ﹤0.01%
536
1312
$10K ﹤0.01%
+261
1313
$10K ﹤0.01%
357
-63
1314
$10K ﹤0.01%
59
-115
1315
$10K ﹤0.01%
66
-40
1316
$10K ﹤0.01%
+397
1317
$10K ﹤0.01%
425
1318
$9K ﹤0.01%
56
1319
$9K ﹤0.01%
+1,458
1320
$9K ﹤0.01%
666
1321
$9K ﹤0.01%
287
1322
$9K ﹤0.01%
306
1323
$9K ﹤0.01%
161
1324
$9K ﹤0.01%
133
1325
$9K ﹤0.01%
322
-225
51 52
53
54 55