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
1576
$1K ﹤0.01%
25
1577
$1K ﹤0.01%
6
1578
$1K ﹤0.01%
+4
1579
$1K ﹤0.01%
60
1580
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10
1581
$1K ﹤0.01%
+89
1582
$1K ﹤0.01%
2
-35
1583
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90
1584
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17
1585
$1K ﹤0.01%
172
1586
$1K ﹤0.01%
+29
1587
$1K ﹤0.01%
5
1588
$1K ﹤0.01%
+63
1589
$1K ﹤0.01%
210
1590
$1K ﹤0.01%
+43
1591
$1K ﹤0.01%
9
+7
1592
$1K ﹤0.01%
2
-71
1593
$1K ﹤0.01%
32
1594
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22
1595
$1K ﹤0.01%
22
1596
$1K ﹤0.01%
78
1597
$1K ﹤0.01%
50
1598
$1K ﹤0.01%
32
1599
$1K ﹤0.01%
+116
1600
$1K ﹤0.01%
51
62 63
64
65 66