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
1426
$4.11K ﹤0.01%
239
1427
$4.07K ﹤0.01%
51
1428
$4.06K ﹤0.01%
+30
1429
$4K ﹤0.01%
+88
1430
$3.98K ﹤0.01%
96
1431
$3.98K ﹤0.01%
100
1432
$3.97K ﹤0.01%
16
-13
1433
$3.92K ﹤0.01%
375
-205
1434
$3.91K ﹤0.01%
100
1435
$3.88K ﹤0.01%
41
1436
$3.8K ﹤0.01%
35
1437
$3.79K ﹤0.01%
+619
1438
$3.78K ﹤0.01%
200
1439
$3.73K ﹤0.01%
75
+24
1440
$3.68K ﹤0.01%
653
1441
$3.66K ﹤0.01%
38
1442
$3.54K ﹤0.01%
136
1443
$3.53K ﹤0.01%
199
1444
$3.52K ﹤0.01%
207
1445
$3.51K ﹤0.01%
103
-39
1446
$3.37K ﹤0.01%
86
-226
1447
$3.36K ﹤0.01%
101
1448
$3.33K ﹤0.01%
56
-552
1449
$3.33K ﹤0.01%
101
1450
$3.3K ﹤0.01%
25
-44
56 57
58
59 60