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
1251
$11.5K ﹤0.01%
86
-164
1252
$11.3K ﹤0.01%
193
-466
1253
$11.3K ﹤0.01%
139
1254
$11.2K ﹤0.01%
74
-27
1255
$11.2K ﹤0.01%
277
-442
1256
$11.2K ﹤0.01%
219
+67
1257
$11.1K ﹤0.01%
320
1258
$11.1K ﹤0.01%
210
+135
1259
$11.1K ﹤0.01%
400
-809
1260
$10.9K ﹤0.01%
324
-272
1261
$10.9K ﹤0.01%
311
1262
$10.8K ﹤0.01%
+1,500
1263
$10.8K ﹤0.01%
109
-65
1264
$10.8K ﹤0.01%
+64
1265
$10.8K ﹤0.01%
333
-57
1266
$10.8K ﹤0.01%
+126
1267
$10.8K ﹤0.01%
392
+25
1268
$10.7K ﹤0.01%
+235
1269
$10.7K ﹤0.01%
1,065
-1,669
1270
$10.7K ﹤0.01%
109
-23
1271
$10.6K ﹤0.01%
194
1272
$10.6K ﹤0.01%
235
-430
1273
$10.5K ﹤0.01%
708
1274
$10.5K ﹤0.01%
49
+29
1275
$10.4K ﹤0.01%
143
49 50
51
52 53