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
1451
$3.24K ﹤0.01%
90
-19
1452
$3.23K ﹤0.01%
32
1453
$3.2K ﹤0.01%
15
-28
1454
$3.19K ﹤0.01%
33
1455
$3.19K ﹤0.01%
143
1456
$3.13K ﹤0.01%
150
-410
1457
$3.05K ﹤0.01%
45
1458
$3.04K ﹤0.01%
30
+10
1459
$2.96K ﹤0.01%
175
-120
1460
$2.9K ﹤0.01%
50
+2
1461
$2.9K ﹤0.01%
53
-14
1462
$2.82K ﹤0.01%
26
1463
$2.81K ﹤0.01%
200
1464
$2.81K ﹤0.01%
125
+48
1465
$2.79K ﹤0.01%
458
1466
$2.74K ﹤0.01%
+34
1467
$2.73K ﹤0.01%
78
1468
$2.7K ﹤0.01%
100
-340
1469
$2.68K ﹤0.01%
1,000
1470
$2.68K ﹤0.01%
1,000
1471
$2.6K ﹤0.01%
50
1472
$2.57K ﹤0.01%
16
-205
1473
$2.51K ﹤0.01%
41
-58
1474
$2.51K ﹤0.01%
320
1475
$2.48K ﹤0.01%
84
-50
57 58
59
60 61