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
1001
$24.6K ﹤0.01%
7,152
-1,375
1002
$24.4K ﹤0.01%
365
-18
1003
$24.3K ﹤0.01%
370
-195
1004
$24.3K ﹤0.01%
155
1005
$24.2K ﹤0.01%
179
+133
1006
$24.1K ﹤0.01%
257
1007
$24K ﹤0.01%
1,160
1008
$23.9K ﹤0.01%
1,033
1009
$23.9K ﹤0.01%
743
-142
1010
$23.8K ﹤0.01%
273
1011
$23.7K ﹤0.01%
313
-92
1012
$23.6K ﹤0.01%
102
+4
1013
$23.6K ﹤0.01%
135
-28
1014
$23.4K ﹤0.01%
5,649
-1,705
1015
$23.3K ﹤0.01%
774
1016
$23.3K ﹤0.01%
324
-30
1017
$23.2K ﹤0.01%
698
-1,142
1018
$23.2K ﹤0.01%
758
-22
1019
$23.1K ﹤0.01%
329
-69
1020
$22.8K ﹤0.01%
60
+28
1021
$22.8K ﹤0.01%
394
-232
1022
$22.8K ﹤0.01%
137
+63
1023
$22.7K ﹤0.01%
200
-23
1024
$22.6K ﹤0.01%
271
1025
$22.6K ﹤0.01%
750
39 40
41
42 43