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
$6.1B
AUM Growth
-$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,263
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$10.8M
3
+$7.21M
4
TT icon
Trane Technologies
TT
+$6.84M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.39M

Top Sells

1
+$33.7M
2
+$30.6M
3
+$30.3M
4
IDXX icon
Idexx Laboratories
IDXX
+$24.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$24.1M

Sector Composition

1 Technology 19.3%
2 Financials 18.98%
3 Healthcare 7.47%
4 Consumer Discretionary 6.94%
5 Industrials 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$7.44K ﹤0.01%
189
+18
1327
$7.4K ﹤0.01%
90
+63
1328
$7.38K ﹤0.01%
781
-2,074
1329
$7.37K ﹤0.01%
64
+38
1330
$7.37K ﹤0.01%
162
+65
1331
$7.36K ﹤0.01%
57
+20
1332
$7.35K ﹤0.01%
116
1333
$7.34K ﹤0.01%
+30
1334
$7.31K ﹤0.01%
403
1335
$7.29K ﹤0.01%
500
1336
$7.25K ﹤0.01%
208
-443
1337
$7.21K ﹤0.01%
136
+44
1338
$7.18K ﹤0.01%
174
-8
1339
$7.12K ﹤0.01%
116
+5
1340
$7.04K ﹤0.01%
26
+4
1341
$6.98K ﹤0.01%
1,089
+411
1342
$6.98K ﹤0.01%
220
-16
1343
$6.9K ﹤0.01%
222
+90
1344
$6.89K ﹤0.01%
378
1345
$6.85K ﹤0.01%
78
+46
1346
$6.85K ﹤0.01%
94
-7
1347
$6.83K ﹤0.01%
100
-40
1348
$6.82K ﹤0.01%
130
1349
$6.76K ﹤0.01%
182
+16
1350
$6.72K ﹤0.01%
180
-1,923
52 53
54
55 56