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
676
$115K ﹤0.01%
1,528
-183
677
$115K ﹤0.01%
10,000
678
$115K ﹤0.01%
1,680
679
$115K ﹤0.01%
950
680
$115K ﹤0.01%
444
+44
681
$114K ﹤0.01%
12,541
-726
682
$112K ﹤0.01%
2,930
683
$112K ﹤0.01%
772
-102
684
$111K ﹤0.01%
1,330
+392
685
$110K ﹤0.01%
5,991
686
$109K ﹤0.01%
321
+11
687
$105K ﹤0.01%
4,767
-1,200
688
$105K ﹤0.01%
2,200
689
$104K ﹤0.01%
3,435
690
$104K ﹤0.01%
870
691
$104K ﹤0.01%
1,004
+104
692
$104K ﹤0.01%
+9,033
693
$102K ﹤0.01%
2,831
-129
694
$101K ﹤0.01%
+1,000
695
$101K ﹤0.01%
523
-25
696
$101K ﹤0.01%
2,376
-500
697
$99.7K ﹤0.01%
1,008
+548
698
$99.6K ﹤0.01%
793
-62
699
$99.3K ﹤0.01%
654
+300
700
$97.3K ﹤0.01%
340
26 27
28
29 30