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
401
$585K 0.01%
3,610
402
$585K 0.01%
2,010
+40
403
$577K 0.01%
2,900
+335
404
$571K 0.01%
23,000
405
$565K 0.01%
7,800
406
$564K 0.01%
21,594
-15,388
407
$563K 0.01%
3,005
+9
408
$557K 0.01%
11,807
409
$556K 0.01%
2,043
-310
410
$556K 0.01%
41,821
-10,237
411
$539K 0.01%
4,239
-27
412
$539K 0.01%
12,637
413
$533K 0.01%
1,275
414
$531K 0.01%
5,062
415
$520K 0.01%
9,747
416
$515K 0.01%
12,805
-167,794
417
$513K 0.01%
3,688
-60
418
$511K 0.01%
1,807
+2
419
$504K 0.01%
8,250
-300
420
$497K 0.01%
13,229
-44
421
$491K 0.01%
34,090
+841
422
$484K 0.01%
4,143
-506
423
$478K 0.01%
17,285
424
$474K 0.01%
14,232
+60
425
$463K 0.01%
7,748
+401
15 16
17
18 19