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
926
$31.9K ﹤0.01%
788
+327
927
$31.8K ﹤0.01%
1,221
928
$31.5K ﹤0.01%
705
929
$31.3K ﹤0.01%
3,650
930
$31.3K ﹤0.01%
3,593
-2,492
931
$31.3K ﹤0.01%
150
932
$31.2K ﹤0.01%
390
933
$31K ﹤0.01%
575
+48
934
$30.9K ﹤0.01%
780
-183
935
$30.7K ﹤0.01%
363
-1,517
936
$30.6K ﹤0.01%
2,000
937
$30.5K ﹤0.01%
147
-174
938
$30.3K ﹤0.01%
30
+1
939
$30.3K ﹤0.01%
300
940
$30K ﹤0.01%
1,421
-514
941
$29.9K ﹤0.01%
938
-540
942
$29.7K ﹤0.01%
5,796
943
$29.6K ﹤0.01%
2,056
+150
944
$29.6K ﹤0.01%
228
-149
945
$29.5K ﹤0.01%
529
-119
946
$29.5K ﹤0.01%
190
-22
947
$29.3K ﹤0.01%
1,951
-130
948
$29.2K ﹤0.01%
331
+150
949
$29.2K ﹤0.01%
197
950
$29.1K ﹤0.01%
354
-299
36 37
38
39 40