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
1576
$250 ﹤0.01%
52
1577
$249 ﹤0.01%
18
1578
$199 ﹤0.01%
20
1579
$195 ﹤0.01%
39
-699
1580
$188 ﹤0.01%
1
1581
$184 ﹤0.01%
12
1582
$175 ﹤0.01%
7
1583
$172 ﹤0.01%
39
1584
$165 ﹤0.01%
26
1585
$146 ﹤0.01%
40
1586
$145 ﹤0.01%
15
1587
$140 ﹤0.01%
23
1588
$125 ﹤0.01%
9
1589
$115 ﹤0.01%
+16
1590
$112 ﹤0.01%
30
1591
$109 ﹤0.01%
200
1592
– –
0
1593
$79 ﹤0.01%
2
1594
$70 ﹤0.01%
37
1595
$57 ﹤0.01%
100
1596
$54 ﹤0.01%
5
1597
$37 ﹤0.01%
2
1598
$26 ﹤0.01%
32
1599
$23 ﹤0.01%
1
-63
1600
$21 ﹤0.01%
1
62 63
64
65 66