UB
UMB Bank Portfolio holdings
AUM
$6.42B
1-Year Return
21.08%
This Quarter Return
+10.19%
1 Year Return
+21.08%
3 Year Return
+80.28%
5 Year Return
+145.46%
10 Year Return
+292.83%
AUM
$7.92B
AUM Growth
+$3.47B
(+78%)
Cap. Flow
+$3.06B
Cap. Flow
% of AUM
38.64%
Top 10 Holdings %
Top 10 Hldgs %
31.65%
Holding
2,037
New
1,645
Increased
298
Reduced
43
Closed
25
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$331M |
| 2 |
Idexx Laboratories
IDXX
|
+$185M |
| 3 |
UMB Financial
UMBF
|
+$112M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$108M |
| 5 |
TJX Companies
TJX
|
+$86.6M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$19M |
| 2 |
KSU
Kansas City Southern
KSU
|
+$10.4M |
| 3 |
CrowdStrike
CRWD
|
+$7.36M |
| 4 |
AT&T
T
|
+$5.7M |
| 5 |
Caterpillar
CAT
|
+$5.09M |
Sector Composition
| 1 | Financials | 22.03% |
| 2 | Technology | 13.14% |
| 3 | Healthcare | 10.33% |
| 4 | Consumer Discretionary | 7.6% |
| 5 | Industrials | 6.55% |
