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
351
$857K 0.01%
8,183
352
$855K 0.01%
5,873
-220
353
$847K 0.01%
5,154
-206
354
$836K 0.01%
8,882
+670
355
$827K 0.01%
30,683
-51
356
$822K 0.01%
15,969
-209
357
$815K 0.01%
6,213
-99
358
$788K 0.01%
11,696
-1,179
359
$784K 0.01%
3,676
360
$778K 0.01%
26,948
-1,145
361
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14,330
-2,988
362
$765K 0.01%
13,324
-534
363
$764K 0.01%
13,785
-1,870
364
$751K 0.01%
14,848
-2,392
365
$751K 0.01%
10,384
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366
$750K 0.01%
44,462
-1,352
367
$749K 0.01%
14,684
368
$720K 0.01%
19,459
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369
$719K 0.01%
5,911
+208
370
$714K 0.01%
5,466
-16
371
$713K 0.01%
23,682
-791
372
$712K 0.01%
1,520
+9
373
$708K 0.01%
806
-17
374
$703K 0.01%
5,079
-106
375
$701K 0.01%
14,315
-769
13 14
15
16 17