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
1376
$6.62K ﹤0.01%
500
1377
$6.5K ﹤0.01%
187
-164
1378
$6.5K ﹤0.01%
113
1379
$6.47K ﹤0.01%
+138
1380
$6.4K ﹤0.01%
176
1381
$6.35K ﹤0.01%
45
-7
1382
$6.3K ﹤0.01%
300
1383
$6.25K ﹤0.01%
212
-76
1384
$6.21K ﹤0.01%
500
1385
$6.08K ﹤0.01%
1,000
1386
$5.91K ﹤0.01%
122
1387
$5.9K ﹤0.01%
302
1388
$5.89K ﹤0.01%
64
1389
$5.74K ﹤0.01%
467
-55
1390
$5.73K ﹤0.01%
457
1391
$5.56K ﹤0.01%
65
-13
1392
$5.53K ﹤0.01%
111
-86
1393
$5.39K ﹤0.01%
+100
1394
$5.37K ﹤0.01%
400
1395
$5.36K ﹤0.01%
123
1396
$5.35K ﹤0.01%
290
1397
$5.34K ﹤0.01%
488
1398
$5.33K ﹤0.01%
100
1399
$5.32K ﹤0.01%
74
1400
$5.32K ﹤0.01%
100
54 55
56
57 58