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
651
$135K ﹤0.01%
3,781
-1,995
652
$135K ﹤0.01%
7,033
-2,475
653
$135K ﹤0.01%
1,986
-152
654
$134K ﹤0.01%
4,780
655
$132K ﹤0.01%
739
-139
656
$132K ﹤0.01%
1,847
-344
657
$129K ﹤0.01%
865
-287
658
$129K ﹤0.01%
+600
659
$129K ﹤0.01%
106
660
$128K ﹤0.01%
509
661
$127K ﹤0.01%
1,047
-123
662
$127K ﹤0.01%
1,664
-39
663
$126K ﹤0.01%
3,306
-777
664
$123K ﹤0.01%
800
665
$121K ﹤0.01%
2,958
+606
666
$121K ﹤0.01%
74,074
667
$121K ﹤0.01%
555
668
$121K ﹤0.01%
1,210
669
$120K ﹤0.01%
2,017
+156
670
$119K ﹤0.01%
1,659
-21
671
$118K ﹤0.01%
585
672
$118K ﹤0.01%
2,247
673
$117K ﹤0.01%
235
+16
674
$116K ﹤0.01%
1,364
-392
675
$115K ﹤0.01%
1,509
+100
25 26
27
28 29