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
776
$69.1K ﹤0.01%
565
-700
777
$68.9K ﹤0.01%
1,125
778
$68.1K ﹤0.01%
3,765
779
$68K ﹤0.01%
471
780
$67.8K ﹤0.01%
749
+450
781
$67.5K ﹤0.01%
964
782
$67.2K ﹤0.01%
602
-1
783
$67.1K ﹤0.01%
439
-227
784
$66.8K ﹤0.01%
570
-24
785
$66.5K ﹤0.01%
562
+332
786
$66.3K ﹤0.01%
+977
787
$65K ﹤0.01%
700
-410
788
$64.5K ﹤0.01%
1,209
+1
789
$64.4K ﹤0.01%
111
-3
790
$64.3K ﹤0.01%
230
791
$63.6K ﹤0.01%
1,113
-874
792
$63.5K ﹤0.01%
1,805
793
$62.7K ﹤0.01%
1,643
-37
794
$61.9K ﹤0.01%
651
795
$61.9K ﹤0.01%
2,595
-17
796
$60.7K ﹤0.01%
282
+58
797
$60.5K ﹤0.01%
7,970
798
$60.3K ﹤0.01%
1,096
-356
799
$59.5K ﹤0.01%
2,460
+459
800
$58.5K ﹤0.01%
162
-13
30 31
32
33 34