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
1076
$19K ﹤0.01%
316
-1,098
1077
$18.9K ﹤0.01%
1,200
1078
$18.8K ﹤0.01%
158
1079
$18.8K ﹤0.01%
431
1080
$18.7K ﹤0.01%
651
-70
1081
$18.7K ﹤0.01%
855
1082
$18.6K ﹤0.01%
358
1083
$18.5K ﹤0.01%
225
1084
$18.4K ﹤0.01%
405
1085
$18.3K ﹤0.01%
+815
1086
$18.3K ﹤0.01%
321
1087
$18.2K ﹤0.01%
800
1088
$18.2K ﹤0.01%
200
1089
$18.2K ﹤0.01%
195
-3
1090
$18.2K ﹤0.01%
483
-283
1091
$18.1K ﹤0.01%
153
1092
$18K ﹤0.01%
167
-23
1093
$17.9K ﹤0.01%
1,506
+200
1094
$17.8K ﹤0.01%
238
-3,149
1095
$17.8K ﹤0.01%
500
1096
$17.7K ﹤0.01%
296
-115
1097
$17.6K ﹤0.01%
36
-3
1098
$17.5K ﹤0.01%
443
1099
$17.5K ﹤0.01%
265
1100
$17.5K ﹤0.01%
1,692
+113
42 43
44
45 46