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
726
$87K ﹤0.01%
726
+17
727
$87K ﹤0.01%
2,320
728
$86.9K ﹤0.01%
2,492
729
$86.9K ﹤0.01%
500
730
$86.9K ﹤0.01%
2,170
+250
731
$86.9K ﹤0.01%
1,209
-50
732
$86.7K ﹤0.01%
283
733
$86.1K ﹤0.01%
1,111
+93
734
$85.7K ﹤0.01%
2,623
735
$85.7K ﹤0.01%
5,548
736
$84.6K ﹤0.01%
1,083
-174
737
$83.8K ﹤0.01%
2,700
738
$83.3K ﹤0.01%
2,300
739
$83K ﹤0.01%
1,318
740
$82.7K ﹤0.01%
264
-6
741
$82K ﹤0.01%
3,231
742
$81.5K ﹤0.01%
535
743
$81.5K ﹤0.01%
2,637
-211
744
$79.7K ﹤0.01%
3,678
745
$79.5K ﹤0.01%
1,838
-120
746
$78.1K ﹤0.01%
4,013
747
$77.9K ﹤0.01%
554
748
$77.3K ﹤0.01%
650
749
$77.3K ﹤0.01%
7,500
750
$77.1K ﹤0.01%
223
-100
28 29
30
31 32