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
1126
$16.7K ﹤0.01%
300
-42
1127
$16.6K ﹤0.01%
902
1128
$16.6K ﹤0.01%
104
1129
$16.4K ﹤0.01%
400
1130
$16.4K ﹤0.01%
165
+41
1131
$16.4K ﹤0.01%
95
-36
1132
$16.2K ﹤0.01%
708
-964
1133
$16.2K ﹤0.01%
1,194
-244
1134
$16.2K ﹤0.01%
+1,734
1135
$16.1K ﹤0.01%
417
-111
1136
$16.1K ﹤0.01%
900
1137
$16K ﹤0.01%
200
-66
1138
$15.9K ﹤0.01%
770
1139
$15.9K ﹤0.01%
89
1140
$15.9K ﹤0.01%
+204
1141
$15.9K ﹤0.01%
398
1142
$15.8K ﹤0.01%
1,339
-1,968
1143
$15.8K ﹤0.01%
532
+347
1144
$15.7K ﹤0.01%
2,729
-349
1145
$15.5K ﹤0.01%
276
-599
1146
$15.3K ﹤0.01%
574
1147
$15.3K ﹤0.01%
+1,000
1148
$15.3K ﹤0.01%
+156
1149
$15.3K ﹤0.01%
656
-32
1150
$15.3K ﹤0.01%
125
44 45
46
47 48