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
1526
$1.16K ﹤0.01%
21
1527
$1.16K ﹤0.01%
28
1528
$1.15K ﹤0.01%
21
1529
$1.15K ﹤0.01%
4,267
1530
$1.06K ﹤0.01%
4
-19
1531
$1.05K ﹤0.01%
59
1532
$997 ﹤0.01%
7
-8
1533
$978 ﹤0.01%
78
1534
$917 ﹤0.01%
50
1535
$893 ﹤0.01%
2
-29
1536
$890 ﹤0.01%
100
1537
$870 ﹤0.01%
55
1538
$861 ﹤0.01%
7
-264
1539
$850 ﹤0.01%
+46
1540
$846 ﹤0.01%
+10
1541
$826 ﹤0.01%
4
-20
1542
$824 ﹤0.01%
+8
1543
$810 ﹤0.01%
18
-69
1544
$790 ﹤0.01%
42
-25
1545
$757 ﹤0.01%
40
-60
1546
$750 ﹤0.01%
32
1547
$735 ﹤0.01%
210
1548
$704 ﹤0.01%
54
1549
$688 ﹤0.01%
38
1550
$643 ﹤0.01%
6
60 61
62
63 64