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
1501
$1.66K ﹤0.01%
54
1502
$1.65K ﹤0.01%
4
1503
$1.64K ﹤0.01%
100
1504
$1.62K ﹤0.01%
172
1505
$1.62K ﹤0.01%
60
1506
$1.51K ﹤0.01%
239
1507
$1.45K ﹤0.01%
+25
1508
$1.44K ﹤0.01%
518
-762
1509
$1.44K ﹤0.01%
75
1510
$1.44K ﹤0.01%
27
1511
$1.42K ﹤0.01%
51
1512
$1.42K ﹤0.01%
100
1513
$1.41K ﹤0.01%
376
1514
$1.38K ﹤0.01%
2,000
1515
$1.37K ﹤0.01%
27
1516
$1.36K ﹤0.01%
30
1517
$1.32K ﹤0.01%
9
1518
$1.29K ﹤0.01%
+45
1519
$1.28K ﹤0.01%
200
1520
$1.25K ﹤0.01%
32
1521
$1.25K ﹤0.01%
542
1522
$1.23K ﹤0.01%
50
1523
$1.22K ﹤0.01%
253
1524
$1.19K ﹤0.01%
+600
1525
$1.17K ﹤0.01%
77
59 60
61
62 63