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
301
$1.31M 0.02%
10,210
-6
302
$1.26M 0.02%
71,985
-6,340
303
$1.25M 0.02%
+42,725
304
$1.25M 0.02%
5,421
-52
305
$1.22M 0.02%
16,635
-545
306
$1.21M 0.02%
8,886
+303
307
$1.21M 0.02%
6,292
308
$1.17M 0.02%
10,148
-743
309
$1.16M 0.02%
10,353
-111
310
$1.16M 0.02%
3,056
-23
311
$1.14M 0.02%
10,243
312
$1.14M 0.02%
1,956
-136
313
$1.13M 0.02%
20,420
314
$1.11M 0.02%
15,093
315
$1.11M 0.02%
2,848
-24
316
$1.1M 0.02%
10,891
-775
317
$1.1M 0.02%
34,072
+125
318
$1.08M 0.02%
31,156
-660
319
$1.08M 0.02%
14,000
320
$1.08M 0.02%
9,200
321
$1.08M 0.02%
27,532
-260
322
$1.07M 0.02%
10,335
-26
323
$1.07M 0.02%
17,057
-433
324
$1.06M 0.02%
8,756
+15
325
$1.05M 0.02%
14,092
-10
11 12
13
14 15