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
1301
$9.45K ﹤0.01%
95
1302
$9.44K ﹤0.01%
318
-6
1303
$9.41K ﹤0.01%
3,936
+3,218
1304
$9.35K ﹤0.01%
300
1305
$9.34K ﹤0.01%
162
1306
$9.22K ﹤0.01%
69
1307
$9.21K ﹤0.01%
291
-168
1308
$9.18K ﹤0.01%
223
1309
$9.14K ﹤0.01%
200
1310
$9.12K ﹤0.01%
112
1311
$9K ﹤0.01%
+292
1312
$8.97K ﹤0.01%
500
1313
$8.97K ﹤0.01%
776
+50
1314
$8.96K ﹤0.01%
+334
1315
$8.88K ﹤0.01%
241
-149
1316
$8.86K ﹤0.01%
236
-629
1317
$8.82K ﹤0.01%
161
1318
$8.81K ﹤0.01%
270
-571
1319
$8.79K ﹤0.01%
81
1320
$8.65K ﹤0.01%
400
1321
$8.63K ﹤0.01%
134
1322
$8.55K ﹤0.01%
77
1323
$8.52K ﹤0.01%
91
-721
1324
$8.5K ﹤0.01%
282
1325
$8.5K ﹤0.01%
70
51 52
53
54 55