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
1526
$2K ﹤0.01%
57
1527
$2K ﹤0.01%
76
1528
$2K ﹤0.01%
164
1529
$2K ﹤0.01%
38
-45
1530
$2K ﹤0.01%
100
-117
1531
$2K ﹤0.01%
200
1532
$2K ﹤0.01%
110
1533
$2K ﹤0.01%
14
1534
$2K ﹤0.01%
+46
1535
$2K ﹤0.01%
130
1536
$2K ﹤0.01%
+106
1537
$2K ﹤0.01%
17
1538
$2K ﹤0.01%
22
1539
$2K ﹤0.01%
500
1540
$2K ﹤0.01%
1,006
1541
$2K ﹤0.01%
10
1542
$2K ﹤0.01%
500
1543
$2K ﹤0.01%
45
1544
$2K ﹤0.01%
86
1545
$2K ﹤0.01%
273
+109
1546
$2K ﹤0.01%
231
1547
$2K ﹤0.01%
73
1548
$2K ﹤0.01%
34
1549
$2K ﹤0.01%
71
1550
$2K ﹤0.01%
76
-50
60 61
62
63 64