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
1376
$7K ﹤0.01%
+143
1377
$7K ﹤0.01%
2,311
1378
$7K ﹤0.01%
26
-1,074
1379
$7K ﹤0.01%
302
1380
$7K ﹤0.01%
24
-1
1381
$7K ﹤0.01%
100
1382
$7K ﹤0.01%
1,800
1383
$7K ﹤0.01%
185
1384
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253
+5
1385
$7K ﹤0.01%
122
1386
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81
1387
$7K ﹤0.01%
170
1388
$7K ﹤0.01%
75
1389
$6K ﹤0.01%
76
1390
$6K ﹤0.01%
176
1391
$6K ﹤0.01%
400
1392
$6K ﹤0.01%
143
1393
$6K ﹤0.01%
1,019
1394
$6K ﹤0.01%
100
1395
$6K ﹤0.01%
825
1396
$6K ﹤0.01%
547
1397
$6K ﹤0.01%
+300
1398
$6K ﹤0.01%
111
1399
$6K ﹤0.01%
1,493
1400
$6K ﹤0.01%
60