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
76
$20.6M 0.3%
415,244
+16,064
77
$19.8M 0.29%
206,574
+1,835
78
$19.7M 0.29%
66,632
-4,588
79
$18.5M 0.27%
365,234
+43,764
80
$17.9M 0.26%
83,174
81
$17.9M 0.26%
44,708
-4,961
82
$17.7M 0.26%
25,043
-723
83
$17.1M 0.25%
98,389
-8,455
84
$16.7M 0.24%
222,336
-6,230
85
$16.5M 0.24%
401,859
-2,359
86
$16.3M 0.24%
323,198
+31,905
87
$16.2M 0.24%
329,119
-18,212
88
$15.8M 0.23%
359,779
+9,721
89
$15.6M 0.23%
51,463
-1,259
90
$15.3M 0.22%
300,569
+900
91
$15.3M 0.22%
114,552
+4,880
92
$15.2M 0.22%
52,801
-5,079
93
$15M 0.22%
86,282
-1,292
94
$14.8M 0.22%
36,495
-2,109
95
$14.7M 0.22%
31,772
+6,281
96
$14.6M 0.21%
55,501
-7,321
97
$14.3M 0.21%
189,141
+894
98
$13.9M 0.2%
502,984
-20,815
99
$13.8M 0.2%
118,318
-4,822
100
$13.2M 0.19%
140,376
-618
2 3
4
5 6