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
801
$58.3K ﹤0.01%
1,819
-1,200
802
$58K ﹤0.01%
678
803
$57.5K ﹤0.01%
2,962
804
$57.2K ﹤0.01%
300
-84
805
$56.2K ﹤0.01%
864
+160
806
$55.6K ﹤0.01%
1,782
-3,726
807
$55.5K ﹤0.01%
7,598
808
$55K ﹤0.01%
900
809
$54.9K ﹤0.01%
+6,588
810
$54.9K ﹤0.01%
97
-14
811
$54.1K ﹤0.01%
19,309
-2,159
812
$53.7K ﹤0.01%
485
813
$53.6K ﹤0.01%
806
814
$53.6K ﹤0.01%
131
-6
815
$53K ﹤0.01%
2,486
-218
816
$52.6K ﹤0.01%
1,900
817
$52.4K ﹤0.01%
2,054
-209
818
$52.3K ﹤0.01%
1,051
-825
819
$50.8K ﹤0.01%
1,600
820
$50.8K ﹤0.01%
452
-6
821
$50.7K ﹤0.01%
357
-54
822
$50.6K ﹤0.01%
400
-13
823
$50.4K ﹤0.01%
+478
824
$50.4K ﹤0.01%
1,720
-428
825
$50.2K ﹤0.01%
899
+15
31 32
33
34 35