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
901
$37.1K ﹤0.01%
1,220
-42,850
902
$37.1K ﹤0.01%
5,812
-53
903
$37K ﹤0.01%
400
904
$36.9K ﹤0.01%
1,105
-570
905
$36.5K ﹤0.01%
3,548
906
$36.3K ﹤0.01%
1,274
+1,057
907
$35.9K ﹤0.01%
1,612
908
$35.6K ﹤0.01%
275
909
$34.8K ﹤0.01%
1,403
910
$34.4K ﹤0.01%
113
911
$34.1K ﹤0.01%
7,500
912
$34.1K ﹤0.01%
700
-462
913
$34K ﹤0.01%
712
914
$33.9K ﹤0.01%
1,580
-306
915
$33.8K ﹤0.01%
2,456
916
$33.6K ﹤0.01%
796
917
$33.1K ﹤0.01%
695
-278
918
$33.1K ﹤0.01%
+478
919
$33K ﹤0.01%
2,875
920
$32.9K ﹤0.01%
311
-134
921
$32.7K ﹤0.01%
1,632
922
$32.7K ﹤0.01%
1,500
-528
923
$32.6K ﹤0.01%
3,382
-3,884
924
$32.3K ﹤0.01%
325
-425
925
$32.2K ﹤0.01%
947
-150
35 36
37
38 39