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
1026
$22.3K ﹤0.01%
+695
1027
$22.3K ﹤0.01%
4,100
1028
$22.3K ﹤0.01%
402
+49
1029
$22.2K ﹤0.01%
1,102
1030
$22K ﹤0.01%
90
-3
1031
$21.8K ﹤0.01%
191
1032
$21.7K ﹤0.01%
639
1033
$21.7K ﹤0.01%
+100
1034
$21.6K ﹤0.01%
1,035
1035
$21.6K ﹤0.01%
+118
1036
$21.4K ﹤0.01%
144
-186
1037
$21.3K ﹤0.01%
584
-831
1038
$21.2K ﹤0.01%
1,072
-487
1039
$21.2K ﹤0.01%
1,177
-55
1040
$21.2K ﹤0.01%
307
1041
$21.1K ﹤0.01%
+125
1042
$21K ﹤0.01%
514
-149
1043
$20.8K ﹤0.01%
350
-503
1044
$20.6K ﹤0.01%
154
-291
1045
$20.6K ﹤0.01%
77
-11
1046
$20.4K ﹤0.01%
269
1047
$20.4K ﹤0.01%
130
-255
1048
$20.4K ﹤0.01%
+1,549
1049
$20.4K ﹤0.01%
723
1050
$20.3K ﹤0.01%
51
+18
40 41
42
43 44