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
1151
$15.3K ﹤0.01%
271
1152
$15.2K ﹤0.01%
1,000
-1,000
1153
$15.2K ﹤0.01%
599
1154
$15.1K ﹤0.01%
700
1155
$15K ﹤0.01%
164
-45
1156
$14.9K ﹤0.01%
610
1157
$14.8K ﹤0.01%
+437
1158
$14.8K ﹤0.01%
742
-1,311
1159
$14.8K ﹤0.01%
378
1160
$14.8K ﹤0.01%
200
1161
$14.7K ﹤0.01%
289
+219
1162
$14.7K ﹤0.01%
116
+97
1163
$14.7K ﹤0.01%
100
1164
$14.7K ﹤0.01%
499
1165
$14.6K ﹤0.01%
232
1166
$14.6K ﹤0.01%
1,853
-495
1167
$14.6K ﹤0.01%
205
-303
1168
$14.6K ﹤0.01%
393
-711
1169
$14.5K ﹤0.01%
422
1170
$14.4K ﹤0.01%
100
1171
$14.4K ﹤0.01%
166
-16
1172
$14.4K ﹤0.01%
+1,311
1173
$14.3K ﹤0.01%
311
-216
1174
$14.3K ﹤0.01%
231
-411
1175
$14.3K ﹤0.01%
+1,440
45 46
47
48 49