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
$2.38B
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.76M
3
+$5.1M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.05M
5
AMZN icon
Amazon
AMZN
+$4.73M

Top Sells

1
+$9.45M
2
+$9.3M
3
+$8.57M
4
GE icon
GE Aerospace
GE
+$8.44M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.92M

Sector Composition

1 Financials 21.36%
2 Healthcare 8.82%
3 Consumer Discretionary 7.39%
4 Technology 7.23%
5 Industrials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.19M 0.13%
51,514
-2,088
127
$3.17M 0.13%
29,474
+7,130
128
$3.15M 0.13%
94,695
+40,077
129
$3.1M 0.13%
62,843
+36,368
130
$3.02M 0.13%
84,320
131
$2.98M 0.13%
44,809
-715
132
$2.93M 0.12%
41,139
-3,171
133
$2.93M 0.12%
73,724
-426
134
$2.93M 0.12%
25,036
+16,214
135
$2.92M 0.12%
25,953
-1,564
136
$2.91M 0.12%
41,633
-2,879
137
$2.9M 0.12%
61,801
+29,605
138
$2.83M 0.12%
38,678
+1,085
139
$2.77M 0.12%
11,783
+9,189
140
$2.73M 0.12%
34,448
-1,222
141
$2.72M 0.11%
24,178
+17,065
142
$2.7M 0.11%
78,020
-16,440
143
$2.46M 0.1%
+54,460
144
$2.33M 0.1%
22,571
-125
145
$2.32M 0.1%
43,211
-77,625
146
$2.31M 0.1%
28,534
-2,264
147
$2.23M 0.09%
+49,346
148
$2.12M 0.09%
45,731
-2,133
149
$2.11M 0.09%
39,429
-425
150
$2.1M 0.09%
32,903
4 5
6
7 8