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
376
$698K 0.01%
28,830
377
$680K 0.01%
27,781
378
$678K 0.01%
29,022
+2,625
379
$676K 0.01%
1,322
+40
380
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8,653
-1,029
381
$669K 0.01%
26,939
382
$658K 0.01%
2,156
-2,166
383
$653K 0.01%
8,483
-1,441
384
$642K 0.01%
1,769
-1
385
$640K 0.01%
+7,784
386
$638K 0.01%
27,900
-52
387
$630K 0.01%
16,303
-2,270
388
$628K 0.01%
25,023
389
$627K 0.01%
2,616
-6
390
$626K 0.01%
2,410
-800
391
$624K 0.01%
17,928
+4,194
392
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2,739
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393
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12,791
-3,359
394
$609K 0.01%
28,470
395
$608K 0.01%
6,392
-10
396
$601K 0.01%
4,738
-48
397
$601K 0.01%
3,145
-66
398
$596K 0.01%
40,265
-1,235
399
$592K 0.01%
3,694
-78
400
$590K 0.01%
2,623
-4,546
14 15
16
17 18