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
$2.38B
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.76M
3
+$5.1M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.05M
5
AMZN icon
Amazon
AMZN
+$4.73M

Top Sells

1
+$9.45M
2
+$9.3M
3
+$8.57M
4
GE icon
GE Aerospace
GE
+$8.44M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.92M

Sector Composition

1 Financials 21.36%
2 Healthcare 8.82%
3 Consumer Discretionary 7.39%
4 Technology 7.23%
5 Industrials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.5M 0.65%
185,986
-2,319
52
$15.2M 0.64%
286,030
-36,630
53
$15M 0.63%
98,730
+2,834
54
$14.9M 0.63%
202,199
-5,794
55
$14.2M 0.6%
362,700
-92,700
56
$14.2M 0.6%
303,486
+17,360
57
$14M 0.59%
381,453
+285,270
58
$13.8M 0.58%
249,576
-1,914
59
$13.6M 0.57%
238,724
-36,074
60
$12.7M 0.53%
113,809
+3,582
61
$12.4M 0.52%
345,980
+132,180
62
$11.9M 0.5%
257,389
+91,976
63
$11.2M 0.47%
385,836
+64,356
64
$10.9M 0.46%
125,237
+26,061
65
$10.5M 0.44%
581,880
-23,985
66
$9.42M 0.4%
27,498
+3,157
67
$9.28M 0.39%
192,286
+7,221
68
$8.75M 0.37%
128,885
-10,498
69
$8.6M 0.36%
58,178
-1,946
70
$8.13M 0.34%
97,505
-5,169
71
$8.1M 0.34%
247,050
-20,852
72
$7.99M 0.34%
64,923
-1,069
73
$7.78M 0.33%
30,441
-33,540
74
$7.75M 0.33%
120,722
+12,116
75
$7.2M 0.3%
168,183
+1,138
1 2
3
4 5