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
1451
$4K ﹤0.01%
75
1452
$4K ﹤0.01%
226
-14
1453
$4K ﹤0.01%
101
-13
1454
$4K ﹤0.01%
78
+4
1455
$4K ﹤0.01%
30
1456
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214
1457
$4K ﹤0.01%
333
-2,197
1458
$4K ﹤0.01%
266
1459
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61
1460
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62
1461
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310
+61
1462
$4K ﹤0.01%
448
1463
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45
1464
$4K ﹤0.01%
186
1465
$4K ﹤0.01%
27
1466
$4K ﹤0.01%
417
-581
1467
$4K ﹤0.01%
96
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1468
$4K ﹤0.01%
417
1469
$4K ﹤0.01%
48
-260
1470
$4K ﹤0.01%
36
1471
$4K ﹤0.01%
517
1472
$4K ﹤0.01%
61
1473
$4K ﹤0.01%
285
1474
$4K ﹤0.01%
54
1475
$4K ﹤0.01%
55
-1
57 58
59
60 61