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
1626
$1K ﹤0.01%
28
1627
$1K ﹤0.01%
21
1628
$1K ﹤0.01%
100
1629
$1K ﹤0.01%
64
1630
$1K ﹤0.01%
94
1631
$1K ﹤0.01%
4,267
1632
$1K ﹤0.01%
4
1633
$1K ﹤0.01%
+14
1634
$1K ﹤0.01%
253
1635
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119
1636
$1K ﹤0.01%
51
1637
$1K ﹤0.01%
51
1638
$1K ﹤0.01%
+47
1639
$1K ﹤0.01%
93
-400
1640
$1K ﹤0.01%
87
-527
1641
$1K ﹤0.01%
+76
1642
$1K ﹤0.01%
27
1643
$1K ﹤0.01%
74
1644
$1K ﹤0.01%
74
1645
$1K ﹤0.01%
80
1646
$1K ﹤0.01%
32
1647
$1K ﹤0.01%
9
1648
$1K ﹤0.01%
52
+11
1649
$1K ﹤0.01%
32
1650
$1K ﹤0.01%
+4