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
826
$50.2K ﹤0.01%
+473
827
$50.2K ﹤0.01%
663
+181
828
$50.1K ﹤0.01%
+864
829
$50K ﹤0.01%
771
-18
830
$49.8K ﹤0.01%
659
-41
831
$49.1K ﹤0.01%
1,341
832
$49K ﹤0.01%
2,700
833
$49K ﹤0.01%
7
834
$48.4K ﹤0.01%
235
-112
835
$48.2K ﹤0.01%
34
-23
836
$48.1K ﹤0.01%
1,592
837
$47.8K ﹤0.01%
250
838
$47.6K ﹤0.01%
400
839
$47.3K ﹤0.01%
2,199
-8,687
840
$47.1K ﹤0.01%
320
-152
841
$47.1K ﹤0.01%
409
842
$46.7K ﹤0.01%
936
843
$46.4K ﹤0.01%
340
844
$46.3K ﹤0.01%
3,799
+284
845
$45.7K ﹤0.01%
1,074
846
$45.7K ﹤0.01%
1,040
-120
847
$45.4K ﹤0.01%
+4,591
848
$45.4K ﹤0.01%
4,722
+469
849
$45.2K ﹤0.01%
627
-2,915
850
$44.8K ﹤0.01%
3,765
+289
32 33
34
35 36