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
1201
$12.9K ﹤0.01%
187
1202
$12.9K ﹤0.01%
+393
1203
$12.9K ﹤0.01%
27
1204
$12.8K ﹤0.01%
885
1205
$12.8K ﹤0.01%
209
+16
1206
$12.8K ﹤0.01%
1,379
1207
$12.8K ﹤0.01%
202
-424
1208
$12.7K ﹤0.01%
117
-262
1209
$12.7K ﹤0.01%
191
-502
1210
$12.7K ﹤0.01%
+547
1211
$12.7K ﹤0.01%
+152
1212
$12.7K ﹤0.01%
200
1213
$12.6K ﹤0.01%
666
1214
$12.6K ﹤0.01%
112
1215
$12.5K ﹤0.01%
219
-32
1216
$12.5K ﹤0.01%
+2,275
1217
$12.5K ﹤0.01%
300
-75
1218
$12.5K ﹤0.01%
+353
1219
$12.4K ﹤0.01%
77
-7
1220
$12.4K ﹤0.01%
178
-85
1221
$12.4K ﹤0.01%
+141
1222
$12.4K ﹤0.01%
1,362
1223
$12.3K ﹤0.01%
+344
1224
$12.3K ﹤0.01%
386
-318
1225
$12.3K ﹤0.01%
270
47 48
49
50 51