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
426
$461K 0.01%
17,773
-2,586
427
$460K 0.01%
5,136
-245
428
$454K 0.01%
10,024
-6,011
429
$453K 0.01%
5,860
+217
430
$453K 0.01%
5,046
-12
431
$448K 0.01%
1,062
432
$443K 0.01%
3,028
+1,726
433
$442K 0.01%
+10,000
434
$439K 0.01%
4,529
-41
435
$438K 0.01%
2,706
-43
436
$438K 0.01%
4,970
+310
437
$435K 0.01%
16,180
+120
438
$431K 0.01%
14,647
-139
439
$429K 0.01%
9,033
440
$427K 0.01%
2,763
+242
441
$425K 0.01%
2,066
-255
442
$425K 0.01%
5,101
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443
$421K 0.01%
3,277
-12
444
$420K 0.01%
6,822
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445
$415K 0.01%
6,280
-230
446
$412K 0.01%
4,824
-5
447
$409K 0.01%
5,094
-296
448
$409K 0.01%
3,946
-149
449
$406K 0.01%
6,508
450
$405K 0.01%
9,525
-416
16 17
18
19 20