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
$6.84B
AUM Growth
+$611M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,783
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$24.9M
3
+$24.6M
4
META icon
Meta Platforms (Facebook)
META
+$13.7M
5
WELL icon
Welltower
WELL
+$11.1M

Top Sells

1
+$30.1M
2
+$20.4M
3
+$14.2M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$14.1M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$13.4M

Sector Composition

1 Financials 21.07%
2 Technology 14.97%
3 Healthcare 9.54%
4 Consumer Discretionary 8.5%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.45M 0.04%
31,420
-1,217
227
$2.4M 0.04%
15,519
-1,385
228
$2.39M 0.03%
36,651
-330
229
$2.35M 0.03%
7,844
+77
230
$2.35M 0.03%
23,632
-7,590
231
$2.29M 0.03%
29,710
-3,073
232
$2.26M 0.03%
25,020
-13,275
233
$2.21M 0.03%
9,244
+143
234
$2.2M 0.03%
59,622
-4,084
235
$2.2M 0.03%
14,290
-1,730
236
$2.18M 0.03%
10,088
-637
237
$2.17M 0.03%
10,951
+8
238
$2.15M 0.03%
59,702
-3,097
239
$2.12M 0.03%
14,365
-4,440
240
$2.1M 0.03%
86,701
+65,500
241
$2.09M 0.03%
9,309
-1,076
242
$2.09M 0.03%
75,288
243
$2.09M 0.03%
13,949
-3
244
$2.07M 0.03%
37,832
-1,163
245
$2.07M 0.03%
6,680
-1,276
246
$2.07M 0.03%
4,085
247
$2.06M 0.03%
92,729
-7,836
248
$2.04M 0.03%
69,187
-1,020
249
$2.04M 0.03%
24,826
-1,660
250
$2.03M 0.03%
8,334
-609
8 9
10
11 12