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
26
$64.5M 0.94%
103,206
-1,253
27
$63.3M 0.92%
566,860
-116,750
28
$62.7M 0.92%
444,805
-5,550
29
$60M 0.88%
401,997
-8,263
30
$59.2M 0.87%
1,235,846
-18,841
31
$58M 0.85%
167,388
-1,746
32
$53.6M 0.78%
342,201
-10,819
33
$51.6M 0.75%
173,935
-12,259
34
$50.5M 0.74%
541,372
-44,873
35
$50.4M 0.74%
342,335
+33,247
36
$47.8M 0.7%
326,443
-8,070
37
$47.3M 0.69%
115,225
-1,032
38
$45.6M 0.67%
586,863
+49,775
39
$44.5M 0.65%
125,728
+38,710
40
$44.2M 0.65%
442,073
-2,680
41
$40.9M 0.6%
169,877
+855
42
$40.8M 0.6%
249,425
-70,517
43
$40.8M 0.6%
203,181
+5,438
44
$40.7M 0.6%
670,230
+92,972
45
$39.5M 0.58%
232,378
-7,493
46
$38.5M 0.56%
732,504
-5,676
47
$37.9M 0.55%
108,127
-2,301
48
$34.7M 0.51%
588,306
-2,278
49
$33.6M 0.49%
136,714
-3,157
50
$33.5M 0.49%
144,666
-23,465
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