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
1101
$17.5K ﹤0.01%
400
-842
1102
$17.4K ﹤0.01%
97
-75
1103
$17.4K ﹤0.01%
+1,617
1104
$17.4K ﹤0.01%
422
-125
1105
$17.4K ﹤0.01%
1,224
-935
1106
$17.4K ﹤0.01%
806
+528
1107
$17.4K ﹤0.01%
1,611
+107
1108
$17.3K ﹤0.01%
87
+21
1109
$17.3K ﹤0.01%
1,274
-2,283
1110
$17.3K ﹤0.01%
200
-48
1111
$17.3K ﹤0.01%
150
-30
1112
$17.2K ﹤0.01%
128
-21
1113
$17.2K ﹤0.01%
1,660
+132
1114
$17.2K ﹤0.01%
186
1115
$17.1K ﹤0.01%
158
1116
$17.1K ﹤0.01%
+2,945
1117
$17.1K ﹤0.01%
87
1118
$17.1K ﹤0.01%
390
-390
1119
$17K ﹤0.01%
75
-4
1120
$17K ﹤0.01%
174
1121
$17K ﹤0.01%
400
-327
1122
$16.9K ﹤0.01%
31
-73
1123
$16.9K ﹤0.01%
878
+470
1124
$16.8K ﹤0.01%
273
1125
$16.8K ﹤0.01%
1,980
43 44
45
46 47