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
126
$9.07M 0.13%
76,162
-3,988
127
$8.85M 0.13%
193,550
+14,050
128
$8.8M 0.13%
26,071
+2,029
129
$8.77M 0.13%
123,314
-23
130
$8.76M 0.13%
110,760
-63,617
131
$8.69M 0.13%
96,256
-4,475
132
$8.39M 0.12%
16,295
+14,576
133
$8.32M 0.12%
1,037,746
134
$8.19M 0.12%
113,089
-9,082
135
$7.88M 0.12%
422,820
136
$7.62M 0.11%
9,192
-1,213
137
$7.32M 0.11%
389,452
-10,664
138
$7.25M 0.11%
82,086
-1,512
139
$7.22M 0.11%
166,847
-31,720
140
$7.15M 0.1%
62,279
+2,089
141
$7.06M 0.1%
140,446
-2,452
142
$6.9M 0.1%
66,622
-5,000
143
$6.89M 0.1%
134,398
-15,916
144
$6.81M 0.1%
47,803
-5,636
145
$6.51M 0.1%
172,668
-216,281
146
$6.44M 0.09%
57,187
+261
147
$6.41M 0.09%
275,290
-54,971
148
$6.31M 0.09%
14,446
-230
149
$6.19M 0.09%
42,791
-756
150
$6.09M 0.09%
70,339
-69
4 5
6
7 8