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
1276
$10.4K ﹤0.01%
207
-20
1277
$10.3K ﹤0.01%
280
-376
1278
$10.3K ﹤0.01%
274
1279
$10.3K ﹤0.01%
575
1280
$10.2K ﹤0.01%
163
1281
$10.2K ﹤0.01%
802
-182
1282
$10.2K ﹤0.01%
397
-55
1283
$10.1K ﹤0.01%
427
1284
$10.1K ﹤0.01%
2,300
+500
1285
$10.1K ﹤0.01%
297
1286
$10.1K ﹤0.01%
2,237
-711
1287
$10.1K ﹤0.01%
939
-1,661
1288
$10.1K ﹤0.01%
66
-9
1289
$10K ﹤0.01%
204
1290
$9.99K ﹤0.01%
472
1291
$9.94K ﹤0.01%
7
-6
1292
$9.91K ﹤0.01%
316
1293
$9.87K ﹤0.01%
161
-248
1294
$9.86K ﹤0.01%
700
-58
1295
$9.85K ﹤0.01%
+639
1296
$9.77K ﹤0.01%
168
-109
1297
$9.61K ﹤0.01%
+401
1298
$9.49K ﹤0.01%
153
1299
$9.48K ﹤0.01%
650
1300
$9.47K ﹤0.01%
150
50 51
52
53 54