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
1651
$1K ﹤0.01%
+41
1652
$1K ﹤0.01%
+85
1653
$1K ﹤0.01%
137
1654
$1K ﹤0.01%
55
1655
$1K ﹤0.01%
55
1656
$1K ﹤0.01%
78
1657
$1K ﹤0.01%
67
-5
1658
$1K ﹤0.01%
+33
1659
$1K ﹤0.01%
43
1660
$1K ﹤0.01%
77
1661
$1K ﹤0.01%
200
1662
$1K ﹤0.01%
30
1663
$1K ﹤0.01%
+61
1664
$1K ﹤0.01%
51
1665
$1K ﹤0.01%
136
-2,500
1666
$1K ﹤0.01%
313
-6,505
1667
$1K ﹤0.01%
68
1668
$1K ﹤0.01%
1,000
1669
$1K ﹤0.01%
29
-1
1670
$1K ﹤0.01%
+19
1671
$1K ﹤0.01%
+45
1672
$1K ﹤0.01%
17
-1
1673
$1K ﹤0.01%
56
-1,249
1674
$1K ﹤0.01%
50
1675
$1K ﹤0.01%
32
65 66
67
68 69