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
$2.38B
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.76M
3
+$5.1M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.05M
5
AMZN icon
Amazon
AMZN
+$4.73M

Top Sells

1
+$9.45M
2
+$9.3M
3
+$8.57M
4
GE icon
GE Aerospace
GE
+$8.44M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.92M

Sector Composition

1 Financials 21.36%
2 Healthcare 8.82%
3 Consumer Discretionary 7.39%
4 Technology 7.23%
5 Industrials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$318K 0.01%
+5,000
277
$317K 0.01%
13,925
278
$317K 0.01%
6,465
-3,405
279
$315K 0.01%
+3,349
280
$313K 0.01%
7,700
281
$306K 0.01%
2,478
282
$305K 0.01%
12,052
-8,851
283
$301K 0.01%
17,105
284
$298K 0.01%
10,549
285
$293K 0.01%
11,900
286
$291K 0.01%
8,639
-1,382
287
$291K 0.01%
6,500
+594
288
$288K 0.01%
3,400
-25
289
$285K 0.01%
6,721
+36
290
$282K 0.01%
3,344
291
$279K 0.01%
2,593
+660
292
$279K 0.01%
16,500
293
$278K 0.01%
6,033
294
$276K 0.01%
11,819
295
$273K 0.01%
1,128
-6,609
296
$273K 0.01%
4,910
297
$271K 0.01%
+7,610
298
$269K 0.01%
+2,042
299
$264K 0.01%
3,563
300
$263K 0.01%
24,707
+53
10 11
12
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