UB

UMB Bank Portfolio holdings

AUM $7.52B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.42B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,199
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$11.7M
3
+$11M
4
GE icon
GE Aerospace
GE
+$10.9M
5
APO icon
Apollo Global Management
APO
+$8.97M

Top Sells

1
+$22.8M
2
+$16.4M
3
+$11.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.2M

Sector Composition

1 Financials 21.4%
2 Technology 19.16%
3 Consumer Discretionary 7.27%
4 Communication Services 5.6%
5 Healthcare 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$8.73K ﹤0.01%
451
+229
1652
$8.71K ﹤0.01%
570
+40
1653
$8.71K ﹤0.01%
600
1654
$8.68K ﹤0.01%
+102
1655
$8.65K ﹤0.01%
+152
1656
$8.62K ﹤0.01%
109
+21
1657
$8.56K ﹤0.01%
211
+32
1658
$8.56K ﹤0.01%
122
-33
1659
$8.55K ﹤0.01%
166
-71
1660
$8.54K ﹤0.01%
127
-41
1661
$8.53K ﹤0.01%
177
+39
1662
$8.52K ﹤0.01%
188
+92
1663
$8.51K ﹤0.01%
370
+242
1664
$8.51K ﹤0.01%
398
-208
1665
$8.48K ﹤0.01%
766
+230
1666
$8.48K ﹤0.01%
+2,174
1667
$8.43K ﹤0.01%
375
-346
1668
$8.42K ﹤0.01%
196
+70
1669
$8.39K ﹤0.01%
996
-2,268
1670
$8.38K ﹤0.01%
59
+6
1671
$8.29K ﹤0.01%
241
+25
1672
$8.27K ﹤0.01%
407
-487
1673
$8.25K ﹤0.01%
113
-953
1674
$8.25K ﹤0.01%
717
+683
1675
$8.25K ﹤0.01%
277
-274
65 66
67
68 69