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
1476
$4K ﹤0.01%
700
-3,800
1477
$4K ﹤0.01%
700
-1,600
1478
$4K ﹤0.01%
47
1479
$4K ﹤0.01%
225
1480
$4K ﹤0.01%
157
1481
$4K ﹤0.01%
52
1482
$4K ﹤0.01%
578
1483
$3K ﹤0.01%
66
1484
$3K ﹤0.01%
322
+92
1485
$3K ﹤0.01%
207
1486
$3K ﹤0.01%
264
1487
$3K ﹤0.01%
200
1488
$3K ﹤0.01%
100
1489
$3K ﹤0.01%
75
1490
$3K ﹤0.01%
49
-4
1491
$3K ﹤0.01%
249
-42
1492
$3K ﹤0.01%
72
1493
$3K ﹤0.01%
41
1494
$3K ﹤0.01%
37
-8
1495
$3K ﹤0.01%
300
1496
$3K ﹤0.01%
4
1497
$3K ﹤0.01%
85
1498
$3K ﹤0.01%
45
1499
$3K ﹤0.01%
26
1500
$3K ﹤0.01%
150
58 59
60
61 62