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
976
$27.1K ﹤0.01%
430
-653
977
$27.1K ﹤0.01%
2,371
-1,163
978
$27K ﹤0.01%
+2,693
979
$26.7K ﹤0.01%
400
980
$26.6K ﹤0.01%
3,202
-1,097
981
$26.5K ﹤0.01%
+2,300
982
$26.4K ﹤0.01%
488
-475
983
$26.4K ﹤0.01%
854
-98
984
$26.2K ﹤0.01%
400
985
$26.2K ﹤0.01%
4,267
986
$26.2K ﹤0.01%
398
987
$26.1K ﹤0.01%
241
988
$26K ﹤0.01%
3,724
989
$26K ﹤0.01%
96
990
$25.9K ﹤0.01%
341
-438
991
$25.7K ﹤0.01%
596
-185
992
$25.5K ﹤0.01%
487
-223
993
$25.3K ﹤0.01%
127
+33
994
$25.2K ﹤0.01%
2,301
995
$25.2K ﹤0.01%
1,165
-36
996
$25.1K ﹤0.01%
249
-371
997
$25K ﹤0.01%
969
-602
998
$25K ﹤0.01%
70
+46
999
$24.7K ﹤0.01%
200
1000
$24.7K ﹤0.01%
66
38 39
40
41 42