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
701
$97.2K ﹤0.01%
564
+42
702
$96.9K ﹤0.01%
870
+234
703
$96.3K ﹤0.01%
4,890
704
$95.8K ﹤0.01%
700
-12
705
$95.6K ﹤0.01%
6,000
706
$95.5K ﹤0.01%
1,301
+380
707
$95.4K ﹤0.01%
3,001
708
$94.9K ﹤0.01%
592
-26
709
$94.4K ﹤0.01%
1,490
+476
710
$94.1K ﹤0.01%
398
-172
711
$93.4K ﹤0.01%
3,956
712
$92.6K ﹤0.01%
384
-6
713
$92K ﹤0.01%
910
-570
714
$91.6K ﹤0.01%
452
-32
715
$91.4K ﹤0.01%
26,660
716
$91.4K ﹤0.01%
924
717
$91.4K ﹤0.01%
1,898
-600
718
$91.3K ﹤0.01%
608
-100
719
$91.2K ﹤0.01%
850
720
$90.8K ﹤0.01%
1,425
721
$89.7K ﹤0.01%
1,088
722
$89.3K ﹤0.01%
4,834
723
$88.7K ﹤0.01%
1,171
-12
724
$87.3K ﹤0.01%
489
-17
725
$87K ﹤0.01%
2,426
-1,073
27 28
29
30 31