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
276
$1.62M 0.02%
3,436
-621
277
$1.6M 0.02%
9,720
-500
278
$1.58M 0.02%
60,056
+6,050
279
$1.58M 0.02%
9,740
-804
280
$1.57M 0.02%
315,092
+5,000
281
$1.56M 0.02%
67,926
282
$1.54M 0.02%
21,332
-1,742
283
$1.54M 0.02%
3,593
-1
284
$1.53M 0.02%
40,556
285
$1.52M 0.02%
16,761
+379
286
$1.51M 0.02%
24,510
-54
287
$1.48M 0.02%
32,254
288
$1.45M 0.02%
48,271
289
$1.42M 0.02%
23,580
+187
290
$1.42M 0.02%
21,974
-4,650
291
$1.4M 0.02%
69,969
292
$1.39M 0.02%
20,244
-3,979
293
$1.38M 0.02%
5,673
+29
294
$1.37M 0.02%
3,635
295
$1.37M 0.02%
19,910
-17,785
296
$1.37M 0.02%
16,780
297
$1.36M 0.02%
5,324
+67
298
$1.35M 0.02%
3,827
-4
299
$1.35M 0.02%
28,670
-2,099
300
$1.34M 0.02%
36,626
+4,714
10 11
12
13 14