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
951
$29K ﹤0.01%
606
+329
952
$29K ﹤0.01%
674
-289
953
$28.9K ﹤0.01%
193
+32
954
$28.8K ﹤0.01%
311
955
$28.8K ﹤0.01%
345
-59
956
$28.8K ﹤0.01%
2,666
957
$28.7K ﹤0.01%
343
-39
958
$28.5K ﹤0.01%
235
+84
959
$28.5K ﹤0.01%
254
960
$28.5K ﹤0.01%
2,642
+377
961
$28.4K ﹤0.01%
2,701
+407
962
$28.4K ﹤0.01%
207
-10
963
$28.1K ﹤0.01%
2,634
+148
964
$28K ﹤0.01%
2,500
+369
965
$28K ﹤0.01%
2,466
+219
966
$27.7K ﹤0.01%
1,000
967
$27.7K ﹤0.01%
3,280
+275
968
$27.7K ﹤0.01%
1,695
969
$27.6K ﹤0.01%
+2,699
970
$27.6K ﹤0.01%
1,352
971
$27.6K ﹤0.01%
867
972
$27.5K ﹤0.01%
+3,715
973
$27.4K ﹤0.01%
+2,697
974
$27.4K ﹤0.01%
2,720
+335
975
$27.3K ﹤0.01%
105
37 38
39
40 41