UB
UMB Bank Portfolio holdings
AUM
$6.42B
1-Year Return
21.08%
This Quarter Return
+7.65%
1 Year Return
+21.08%
3 Year Return
+80.28%
5 Year Return
+145.46%
10 Year Return
+292.83%
AUM
$3.63B
AUM Growth
+$3.63B
(+87,087%)
Cap. Flow
+$45.3M
Cap. Flow
% of AUM
1.25%
Top 10 Holdings %
Top 10 Hldgs %
34.05%
Holding
401
New
18
Increased
149
Reduced
162
Closed
28
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$13.2M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$5.1M |
| 3 |
Comcast
CMCSA
|
+$4.85M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$4.71M |
| 5 |
Kellanova
K
|
+$4.41M |
Top Sells
| 1 |
UMB Financial
UMBF
|
+$6.49M |
| 2 |
Starbucks
SBUX
|
+$4.67M |
| 3 |
NextEra Energy, Inc.
NEE
|
+$2.01M |
| 4 |
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
|
+$1.87M |
| 5 |
Exxon Mobil
XOM
|
+$1.69M |
Sector Composition
| 1 | Financials | 19.06% |
| 2 | Technology | 10.84% |
| 3 | Healthcare | 7.74% |
| 4 | Consumer Discretionary | 7.33% |
| 5 | Industrials | 6.82% |
