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
1351
$7.62K ﹤0.01%
534
-990
1352
$7.6K ﹤0.01%
300
-100
1353
$7.56K ﹤0.01%
133
1354
$7.5K ﹤0.01%
500
1355
$7.45K ﹤0.01%
34
+9
1356
$7.43K ﹤0.01%
151
-82
1357
$7.4K ﹤0.01%
89
1358
$7.4K ﹤0.01%
150
1359
$7.35K ﹤0.01%
33
1360
$7.34K ﹤0.01%
819
-1,887
1361
$7.3K ﹤0.01%
578
1362
$7.28K ﹤0.01%
1,204
1363
$7.28K ﹤0.01%
600
1364
$7.23K ﹤0.01%
839
1365
$7.14K ﹤0.01%
159
-157
1366
$7.13K ﹤0.01%
700
1367
$7.03K ﹤0.01%
76
1368
$6.88K ﹤0.01%
81
-90
1369
$6.88K ﹤0.01%
610
1370
$6.84K ﹤0.01%
122
1371
$6.81K ﹤0.01%
72
-4
1372
$6.77K ﹤0.01%
100
1373
$6.74K ﹤0.01%
195
1374
$6.66K ﹤0.01%
400
-600
1375
$6.65K ﹤0.01%
82
-14
53 54
55
56 57