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
601
$182K ﹤0.01%
3,152
-370
602
$181K ﹤0.01%
3,272
-670
603
$177K ﹤0.01%
1,526
-504
604
$176K ﹤0.01%
3,517
605
$176K ﹤0.01%
1,107
-1,731
606
$176K ﹤0.01%
1,543
607
$175K ﹤0.01%
4,975
+4,875
608
$175K ﹤0.01%
2,968
-640
609
$174K ﹤0.01%
674
610
$174K ﹤0.01%
2,003
+1,865
611
$174K ﹤0.01%
6,497
612
$171K ﹤0.01%
674
+72
613
$171K ﹤0.01%
4,768
-184
614
$171K ﹤0.01%
6,575
615
$170K ﹤0.01%
12,000
616
$170K ﹤0.01%
2,112
-55
617
$170K ﹤0.01%
1,401
+240
618
$168K ﹤0.01%
1,238
-25
619
$167K ﹤0.01%
1,092
-6
620
$167K ﹤0.01%
106
+102
621
$166K ﹤0.01%
1,220
-48
622
$166K ﹤0.01%
9,550
623
$165K ﹤0.01%
10,596
+1,881
624
$164K ﹤0.01%
5,500
625
$163K ﹤0.01%
592
-40
23 24
25
26 27