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
1176
$14.2K ﹤0.01%
162
1177
$14.2K ﹤0.01%
415
+259
1178
$14.2K ﹤0.01%
73
-116
1179
$14.1K ﹤0.01%
288
-29
1180
$14.1K ﹤0.01%
339
1181
$14.1K ﹤0.01%
466
1182
$14K ﹤0.01%
+386
1183
$14K ﹤0.01%
369
-71
1184
$14K ﹤0.01%
177
1185
$13.8K ﹤0.01%
149
-200
1186
$13.7K ﹤0.01%
356
1187
$13.6K ﹤0.01%
171
1188
$13.6K ﹤0.01%
796
+213
1189
$13.6K ﹤0.01%
+530
1190
$13.4K ﹤0.01%
139
-37
1191
$13.4K ﹤0.01%
141
-37
1192
$13.4K ﹤0.01%
200
1193
$13.3K ﹤0.01%
46
-11
1194
$13.3K ﹤0.01%
553
-621
1195
$13.3K ﹤0.01%
500
1196
$13.1K ﹤0.01%
465
1197
$13K ﹤0.01%
207
-243
1198
$13K ﹤0.01%
163
1199
$13K ﹤0.01%
161
-261
1200
$13K ﹤0.01%
40
46 47
48
49 50