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
1401
$5.3K ﹤0.01%
+137
1402
$5.29K ﹤0.01%
+40
1403
$5.22K ﹤0.01%
124
1404
$5.17K ﹤0.01%
300
1405
$5.09K ﹤0.01%
+261
1406
$5.05K ﹤0.01%
+78
1407
$5.04K ﹤0.01%
41
+2
1408
$5.04K ﹤0.01%
31
-8
1409
$5.01K ﹤0.01%
42
-60
1410
$4.95K ﹤0.01%
310
1411
$4.91K ﹤0.01%
344
1412
$4.75K ﹤0.01%
51
1413
$4.72K ﹤0.01%
484
1414
$4.7K ﹤0.01%
43
-7
1415
$4.69K ﹤0.01%
15
-21
1416
$4.68K ﹤0.01%
676
1417
$4.67K ﹤0.01%
1,367
-1,621
1418
$4.6K ﹤0.01%
550
1419
$4.57K ﹤0.01%
151
-8
1420
$4.49K ﹤0.01%
1,000
1421
$4.46K ﹤0.01%
71
1422
$4.34K ﹤0.01%
500
-642
1423
$4.34K ﹤0.01%
141
-535
1424
$4.2K ﹤0.01%
225
1425
$4.12K ﹤0.01%
1,019
55 56
57
58 59